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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $16,480 |
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $16,143 |
PENSIONS PLUS, INC.5 years Filed as: PENSIONS INC DBA PENSIONS PLUS Service code 13 · EIN 81-4249523 | Contract Administrator | $13,395 |
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 | $24,956 | $61,156-59.2% | $185,823-86.6% | $79,386-68.6% |
| Participation rate | 65.1% | 66.6%-1.5pp | 81.7%-16.6pp | 70.7%-5.6pp |
| Annual return | 14.44% | 19.45%-5.0pp | 122.05%-107.6pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,533 | $2,321-33.9% | $5,167-70.3% | $2,427-36.8% |
| Participant deferral / active EE | $1,787 | $2,789-35.9% | $5,568-67.9% | $4,046-55.8% |
| Admin fee / account holder | $145 | $710-79.6% | $16,237-99.1% | $626-76.9% |