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) | $37,557 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $25,898 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 15 · EIN 81-3989034 | Recordkeeping | $6,450 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,033 |
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 | $82,307 | $60,323+36.4% | $81,812+0.6% | $74,495+10.5% |
| Participation rate | 98.0% | 62.9%+35.1pp | 72.3%+25.7pp | 67.2%+30.8pp |
| Annual return | 12.21% | 16.90%-4.7pp | 773.79%-761.6pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $5,971 | $2,620+127.9% | $2,912+105.0% | $2,623+127.7% |
| Participant deferral / active EE | $4,865 | $3,387+43.6% | $4,319+12.6% | $4,346+11.9% |
| Admin fee / account holder | $361 | $1,486-75.7% | $7,386-95.1% | $1,942-81.4% |