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 MANAGEMENT3+ years Filed as: RYAN LABS INC Service code 28 · EIN 13-3451974 | Investment Management | $208,012 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN BROTHERS HARRIMAN & CO Service code 28 · EIN 04-6506648 | Investment Management | $88,374 |
BMO HARRIS BANK NA3+ years Filed as: BMO Service code 21 · EIN 36-2085229 | Bank Trustee | $54,084 |
BAIRD FUNDS3+ years Filed as: ROBERT W BAIRD AND CO INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $42,342 |
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 12.02% | 12.38%-0.4pp | 10.53%+1.5pp | 23.90%-11.9pp |
| Employer contribution / active EE | $16,509 | $23,325-29.2% | $29,360-43.8% | $16,539-0.2% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |