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) | $30,547 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $20,365 |
MELLOTT & MELLOTT PLL2 years Service code 10 · EIN 31-6063298 | Accounting | $7,400 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 15 · EIN 81-3989034 | Recordkeeping | $4,450 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,476 |
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 | $74,014 | $58,264+27.0% | $86,612-14.5% | $71,457+3.6% |
| Participation rate | 98.1% | 65.0%+33.1pp | 71.7%+26.4pp | 67.9%+30.2pp |
| Annual return | 15.54% | 21.63%-6.1pp | 591.07%-575.5pp | 28.85%-13.3pp |
| Employer contribution / active EE | $5,702 | $2,574+121.5% | $3,022+88.7% | $2,588+120.4% |
| Participant deferral / active EE | $4,343 | $3,436+26.4% | $4,438-2.1% | $4,289+1.3% |
| Admin fee / account holder | $338 | $1,057-68.0% | $5,614-94.0% | $1,587-78.7% |