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 JONES6 years Service code 27 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $16,212 |
WELLS THOMAS, LLC1 year Service code 13 469 WEST MAIN STREET · BRANFORD, CT 06405 | Contract Administrator | $3,450 |
PENSIONS PLUS, INC.2 years Filed as: PENSIONS INC. DBA PENSIONS PLUS Service code 13 21 BROCK STREET UNIT A2 · NORTH HAVEN, CT 06473 | Contract Administrator | $300 |
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 | $28,607 | $50,815-43.7% | $155,509-81.6% | $77,643-63.2% |
| Participation rate | 54.4% | 63.1%-8.7pp | 78.2%-23.8pp | 70.6%-16.2pp |
| Annual return | 12.16% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,616 | $1,993-18.9% | $4,672-65.4% | $2,726-40.7% |
| Participant deferral / active EE | $1,673 | $2,822-40.7% | $5,626-70.3% | $4,647-64.0% |
| Admin fee / account holder | $142 | $437-67.5% | $15,912-99.1% | $430-67.0% |