Filed May 27, 2012
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 |
|---|---|---|
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $76,010 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $13,719 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,247 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,422 | $82,202+8.8% | $125,339-28.7% | $64,808+38.0% |
| Participation rate | 84.9% | 77.9%+7.1pp | 82.4%+2.6pp | 71.5%+13.5pp |
| Annual return | -16.38% | 3.48%-19.9pp | 572.05%-588.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $4,136 | $3,615+14.4% | $4,814-14.1% | $2,506+65.0% |
| Participant deferral / active EE | $9,209 | $7,175+28.3% | $7,446+23.7% | $4,310+113.6% |
| Admin fee / account holder | $28 | $163-82.9% | $10,010-99.7% | $188-85.1% |