Filed May 17, 2005
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 60 · EIN 04-2647786 | Sub-TA Fees | $65,339 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $28,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,930 | $63,321-43.3% | $68,791-47.8% | $77,904-53.9% |
| Participation rate | 25.6% | 71.1%-45.5pp | 69.0%-43.5pp | 73.7%-48.1pp |
| Annual return | -16.29% | -6.50%-9.8pp | -6.38%-9.9pp | 12.21%-28.5pp |
| Employer contribution / active EE | $405 | $2,794-85.5% | $2,655-84.8% | $2,848-85.8% |
| Participant deferral / active EE | $1,326 | $4,029-67.1% | $3,941-66.4% | $4,806-72.4% |
| Admin fee / account holder | $110 | $104+5.5% | $4,932-97.8% | $133-17.0% |