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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $19,724 |
EDWARD JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $12,342 |
PENSIONS PLUS, INC.4 years Filed as: PENSIONS INC DBA PENSIONS PLUS Service code 13 · EIN 81-4249523 | Contract Administrator | $8,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,494 | $58,879-56.7% | $178,490-85.7% | $73,488-65.3% |
| Participation rate | 55.3% | 66.2%-10.9pp | 81.9%-26.6pp | 70.7%-15.4pp |
| Annual return | 14.86% | 24.86%-10.0pp | 151.07%-136.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,356 | $2,236-39.4% | $5,011-72.9% | $2,270-40.3% |
| Participant deferral / active EE | $1,542 | $2,567-39.9% | $5,202-70.4% | $3,740-58.8% |
| Admin fee / account holder | $144 | $400-64.0% | $13,984-99.0% | $513-71.9% |