Filed January 6, 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 |
|---|---|---|
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $28,278 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $13,788 |
Filed as: HUNTER BENEFITS Service code 15 · EIN 36-4430093 | Recordkeeping | $12,094 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $5,666 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,415 | $61,058+2.2% | $71,209-12.3% | $85,563-27.1% |
| Participation rate | 79.1% | 58.6%+20.6pp | 73.8%+5.4pp | 66.0%+13.2pp |
| Annual return | 7.86% | 100.41%-92.5pp | 282.51%-274.7pp | 31.51%-23.7pp |
| Employer contribution / active EE | $2,138 | $2,199-2.8% | $2,721-21.4% | $2,654-19.4% |
| Participant deferral / active EE | $2,555 | $3,173-19.5% | $4,175-38.8% | $4,375-41.6% |
| Admin fee / account holder | $125 | $855-85.4% | $5,349-97.7% | $834-85.1% |