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 MANAGEMENT2+ years Filed as: RYAN LABS INC Service code 28 · EIN 13-3451974 | Investment Management | $106,639 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN BROTHERS HARRIMAN & CO Service code 28 · EIN 04-6506648 | Investment Management | $78,178 |
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD AND CO INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $51,963 |
BMO HARRIS BANK NA2+ years Filed as: BMO Service code 21 · EIN 36-2085229 | Bank Trustee | $50,450 |
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.
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 9.17% | 7.17%+2.0pp | 7.98%+1.2pp | 7.18%+2.0pp |
| Employer contribution / active EE | $12,486 | $13,444-7.1% | $23,724-47.4% | $13,095-4.6% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |