Filed April 26, 2006
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,584 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $20,880 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,488 | $110,483-51.6% | $145,433-63.2% | $79,634-32.8% |
| Participation rate | 52.7% | 71.1%-18.4pp | 82.1%-29.4pp | 62.5%-9.7pp |
| Annual return | 12.57% | 24.62%-12.1pp | 66.58%-54.0pp | 36.46%-23.9pp |
| Employer contribution / active EE | $1,745 | $4,053-56.9% | $4,554-61.7% | $2,529-31.0% |
| Participant deferral / active EE | $2,657 | $7,216-63.2% | $7,897-66.4% | $3,835-30.7% |
| Admin fee / account holder | $199 | $680-70.8% | $13,129-98.5% | $1,002-80.2% |