Filed July 12, 2006
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 9-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 |
|---|---|---|
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS INC Service code 28 · EIN 13-3451974 | Investment Management | $137,425 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN BROTHERS HARRIMAN & CO Service code 28 · EIN 04-6506648 | Investment Management | $74,939 |
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD AND CO INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $51,614 |
BMO HARRIS BANK NA1+ years Filed as: BMO Service code 21 · EIN 36-2085229 | Bank Trustee | $48,213 |
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.
Annual investment return 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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -4.11% | 2.41%-6.5pp | -2.90%-1.2pp | -0.60%-3.5pp |
| Employer contribution / active EE | $13,489 | $14,069-4.1% | $27,990-51.8% | $12,272+9.9% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |