Filed April 17, 2019
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $57,868 |
EDWARD JONES5 years Filed as: EDWARD C JONES AND CO. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $55,492 |
ALLEN, GIBBS & HOULIK, L.C.4 years Filed as: ALLEN GIBBS & HOUCK LLC Service code 15 301 N MAIN SUITE 1700 · WICHITA, KS 672024868 | Recordkeeping | $22,442 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,961 | $72,994+24.6% | $120,368-24.4% | $77,671+17.1% |
| Participation rate | 100.0% | 55.2%+44.8pp | 71.9%+28.1pp | 70.6%+29.4pp |
| Annual return | 16.92% | 18.23%-1.3pp | 107.26%-90.3pp | 31.21%-14.3pp |
| Employer contribution / active EE | $4,203 | $1,793+134.4% | $3,465+21.3% | $2,726+54.2% |
| Participant deferral / active EE | $3,845 | $3,011+27.7% | $4,991-23.0% | $4,648-17.3% |
| Admin fee / account holder | $304 | $658-53.8% | $9,429-96.8% | $430-29.4% |