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 |
|---|---|---|
EDWARD JONES5 years Service code 64 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Recordkeeping Fees | $13,895 |
PENSIONS PLUS, INC.1 year Filed as: PENSIONS INC. DBA PENSIONS PLUS Service code 13 21 BROCK STREET UNIT A2 · NORTH HAVEN, CT 06473 | Contract Administrator | $12,422 |
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 | $26,841 | $47,126-43.0% | $149,673-82.1% | $74,419-63.9% |
| Participation rate | 44.0% | 63.4%-19.4pp | 78.8%-34.8pp | 70.7%-26.7pp |
| Annual return | 14.64% | 22.75%-8.1pp | 134.42%-119.8pp | 34.38%-19.7pp |
| Employer contribution / active EE | $1,346 | $1,905-29.4% | $4,818-72.1% | $2,637-49.0% |
| Participant deferral / active EE | $1,620 | $2,728-40.6% | $5,680-71.5% | $4,528-64.2% |
| Admin fee / account holder | $163 | $343-52.5% | $13,210-98.8% | $348-53.2% |