Filed January 18, 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 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 |
|---|---|---|
WERNTZ & ASSOCIATES1+ years Service code 13 · EIN 71-0704639 650 SOUTH SHACKLEFORD RD SUITE 210 · LITTLE ROCK, AR 72211 | Contract Administrator | $31,924 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELS, CA 90071 | Recordkeeping Fees | $19,323 |
HUGHER, WELCH & MILLIGAN, LTD1+ years Service code 10 · EIN 71-0623618 P.O. BOX 2094 · BATESVILLE, AR 72503 | Accounting | $8,200 |
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 | $42,670 | $37,039+15.2% | $147,614-71.1% | $59,188-27.9% |
| Participation rate | 70.8% | 63.8%+7.0pp | 84.6%-13.9pp | 69.4%+1.3pp |
| Annual return | 0.00% | 7.19%-7.2pp | 61.98%-62.0pp | 5.51%-5.5pp |
| Employer contribution / active EE | $1,141 | $1,353-15.6% | $5,564-79.5% | $2,098-45.6% |
| Participant deferral / active EE | $1,945 | $2,094-7.1% | $4,895-60.3% | $3,265-40.4% |
| Admin fee / account holder | $36 | $60-40.0% | $11,611-99.7% | $92-60.8% |