Filed October 12, 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 10-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 |
|---|---|---|
SNYDER CAPITAL MANAGEMENT2+ years Filed as: SNYDER CAPITAL MANAGEMENT LP Service code 28 ONE MARKET, STEUART TOWER STE 1200 · SAN FRANCISCO, CA 94105 | Investment Management | $133,197 |
FRIDAY ELDREDGE & CLARK2+ years Filed as: FRIDAY ELDREDGE AND CLARK Service code 29 · EIN 71-0253637 400 WEST CAPITOL AVE., STE. 2000 · LITTLE ROCK, AR 72201 | Legal | $47,127 |
GERBER LLC2+ years Filed as: GERBER TAYLOR Service code 27 ONE COMMERCE SQUARE, SUITE 1900 · MEMPHIS, TN 38103 | Advisory (Plan) | $42,000 |
JPMS COX, PLLC2+ years Service code 10 · EIN 20-1776739 11300 CANTRELL ROAD, SUITE 301 · LITTLE ROCK, AR 72212 | Accounting | $38,000 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 2200 N RODNEY PARHAM RD, STE 100 · LITTLE ROCK, AR 72212 | Securities Custodian | $23,962 |
AMERICAN FUNDS2+ years Filed as: 1607 CAPITAL BOND FUND, LP Service code 18 · EIN 26-2147196 4991 LAKE BROOK DRIVE, SUITE 125 · GLEN ALLEN, VA 23060 | Custodial (other than securities) | $19,779 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 P.O. BOX 628290 · ORLANDO, FL 328628290 | Securities Custodian | $17,427 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 19 · EIN 59-1237041 1001 NORTH UNIVERSITY · LITTLE ROCK, AR 72207 | Securities Custodian | $12,123 |
STEPHENS INC2+ years Filed as: STEPHENS, INC. Service code 19 · EIN 71-0211822 111 CENTER STREET, SUITE 300 · LITTLE ROCK, AR 72201 | Securities Custodian | $11,672 |
Filed as: PERSHING ADVISORY SOLUTIONS Service code 19 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Securities Custodian | $6,670 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $541,469 | $46,732+1058.7% | $156,549+245.9% | $55,167+881.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 9.53% | 17.72%-8.2pp | 32.23%-22.7pp | 169.23%-159.7pp |
| Employer contribution / active EE | $14,754 | $2,105+600.9% | $5,501+168.2% | $1,963+651.8% |
| Participant deferral / active EE | $8,819 | $2,204+300.1% | $4,871+81.0% | $3,054+188.8% |
| Admin fee / account holder | $1,987 | $418+374.9% | $13,027-84.7% | $504+294.3% |