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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $20,979 |
EDWARD JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $14,491 |
PENSIONS PLUS, INC.6 years Filed as: PENSIONS INC DBA PENSIONS PLUS Service code 13 · EIN 81-4249523 | Contract Administrator | $8,907 |
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 | $23,058 | $65,061-64.6% | $143,757-84.0% | $66,914-65.5% |
| Participation rate | 51.3% | 65.2%-13.8pp | 80.3%-29.0pp | 69.8%-18.5pp |
| Annual return | -15.89% | -11.14%-4.8pp | -0.04%-15.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,392 | $2,361-41.0% | $4,951-71.9% | $2,544-45.3% |
| Participant deferral / active EE | $1,783 | $2,919-38.9% | $5,637-68.4% | $4,237-57.9% |
| Admin fee / account holder | $157 | $502-68.7% | $14,673-98.9% | $593-73.5% |