Filed August 14, 2009 (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 |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $30,172 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $18,944 |
MELLOTT & MELLOTT PLL1 year Service code 10 · EIN 31-6063298 | Accounting | $7,400 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,379 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 15 · EIN 81-3989034 | Recordkeeping | $1,344 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,427 | $51,197+23.9% | $82,719-23.3% | $66,914-5.2% |
| Participation rate | 98.0% | 67.8%+30.1pp | 72.6%+25.4pp | 69.8%+28.2pp |
| Annual return | -13.67% | -9.64%-4.0pp | 701.18%-714.8pp | 1.58%-15.2pp |
| Employer contribution / active EE | $5,642 | $2,611+116.1% | $3,009+87.5% | $2,544+121.8% |
| Participant deferral / active EE | $4,536 | $3,458+31.2% | $4,395+3.2% | $4,237+7.1% |
| Admin fee / account holder | $319 | $416-23.2% | $5,329-94.0% | $593-46.2% |