Filed March 1, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
D. F. DENT & COMPANY, INC.1+ years Filed as: DENT Service code 28 · EIN 52-1045317 | Investment Management | $102,950 |
COMMERCE BANK1+ years Service code 13 · EIN 44-0200220 | Contract Administrator | $83,836 |
LONGFELLOW1+ years Service code 28 · EIN 43-0497480 | Investment Management | $62,382 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES GROUP Service code 28 · EIN 43-1708520 | Investment Management | $60,000 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 36-2214610 | Investment Management | $37,082 |
ELK CREEK PARTNERS, LLC1+ years Filed as: ELK CREEK PARTNERS Service code 28 · EIN 27-5463196 | Investment Management | $32,571 |
Filed as: PRUDENTIAL RETIREMENT SERVICES Service code 22 · EIN 06-1050034 | Insurance Broker | $5,644 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -3.77% | 4.01%-7.8pp | -2.00%-1.8pp | 1.67%-5.4pp |
| Employer contribution / active EE | $1,779 | $6,352-72.0% | $34,470-94.8% | $10,506-83.1% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |