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 MANAGEMENT3+ years Filed as: SNYDER CAPITAL MANAGEMENT LP Service code 28 ONE MARKET, STEUART TOWER STE 1200 · SAN FRANCISCO, CA 94105 | Investment Management | $153,205 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 P.O. BOX 628290 · ORLANDO, FL 328628290 | Securities Custodian | $57,065 |
FRIDAY ELDREDGE & CLARK3+ years Filed as: FRIDAY ELDREDGE AND CLARK Service code 29 · EIN 71-0253637 400 WEST CAPITOL AVE., STE. 2000 · LITTLE ROCK, AR 72201 | Legal | $50,121 |
GERBER LLC3+ years Filed as: GERBER TAYLOR Service code 27 ONE COMMERCE SQUARE, SUITE 1900 · MEMPHIS, TN 38103 | Advisory (Plan) | $42,000 |
JPMS COX, PLLC3+ years Service code 10 · EIN 20-1776739 11300 CANTRELL ROAD, SUITE 301 · LITTLE ROCK, AR 72212 | Accounting | $27,000 |
AMERICAN FUNDS3+ 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) | $16,530 |
STEPHENS INC3+ years Filed as: STEPHENS, INC. Service code 19 · EIN 71-0211822 111 CENTER STREET, SUITE 300 · LITTLE ROCK, AR 72201 | Securities Custodian | $13,521 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 19 · EIN 59-1237041 1001 NORTH UNIVERSITY · LITTLE ROCK, AR 72207 | Securities Custodian | $13,016 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 2200 N RODNEY PARHAM RD, STE 100 · LITTLE ROCK, AR 72212 | Securities Custodian | $7,849 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING ADVISORY SOLUTIONS Service code 19 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Securities Custodian | $7,537 |
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 | $584,166 | $55,453+953.4% | $170,442+242.7% | $62,292+837.8% |
| Participation rate | 88.1% | 66.4%+21.7pp | 83.6%+4.5pp | 69.5%+18.5pp |
| Annual return | 13.02% | 21.38%-8.4pp | 205.93%-192.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $12,946 | $2,164+498.4% | $5,433+138.3% | $2,042+533.9% |
| Participant deferral / active EE | $7,707 | $2,303+234.7% | $4,939+56.0% | $3,169+143.2% |
| Admin fee / account holder | $2,730 | $455+499.9% | $13,880-80.3% | $479+469.5% |