Filed February 17, 2015 (most recent of 2 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 |
|---|---|---|
Filed as: BEIRNE WEALTH CONSULTING LLC Service code 99 | Other Fees | $7,209 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,701 |
PENSIONS PLUS, INC.3 years Filed as: PENSIONS INC DBA PENSIONS PLUS Service code 13 · EIN 81-4249523 | Contract Administrator | $1,800 |
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST. LOUSI, MO 63131 | Advisory (Plan) | $1,295 |
MORNINGSTAR5+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,082 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,082 |
Filed as: BEIRNE WEALTH CONSULTING, LLC Service code 99 · EIN 37-1707957 | Other Fees | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,729 | $52,953-57.1% | $172,739-86.8% | $65,185-65.1% |
| Participation rate | 53.8% | 66.2%-12.3pp | 82.6%-28.8pp | 70.2%-16.4pp |
| Annual return | 18.81% | 30.12%-11.3pp | 802.84%-784.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,210 | $2,190-44.7% | $5,143-76.5% | $2,177-44.4% |
| Participant deferral / active EE | $1,219 | $2,471-50.7% | $5,198-76.6% | $3,514-65.3% |
| Admin fee / account holder | $154 | $472-67.4% | $13,954-98.9% | $847-81.9% |