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 |
|---|---|---|
COMMERCE BANK2+ years Service code 13 · EIN 44-0200220 | Contract Administrator | $83,057 |
D. F. DENT & COMPANY, INC.2+ years Filed as: DENT Service code 28 · EIN 52-1045317 | Investment Management | $65,287 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT STRATEGIES GROUP Service code 28 · EIN 43-1708520 | Investment Management | $60,000 |
LONGFELLOW2+ years Service code 28 · EIN 43-0497480 | Investment Management | $59,005 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 36-2214610 | Investment Management | $37,551 |
ELK CREEK PARTNERS, LLC2+ years Filed as: ELK CREEK PARTNERS Service code 28 · EIN 27-5463196 | Investment Management | $31,347 |
Filed as: PRUDENTIAL RETIREMENT SERVICES Service code 22 · EIN 06-1050034 | Insurance Broker | $5,958 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 5.52% | 9.41%-3.9pp | 5.00%+0.5pp | 9.19%-3.7pp |
| Employer contribution / active EE | $1,827 | $8,353-78.1% | $35,918-94.9% | $12,608-85.5% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |