Filed March 3, 1997
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 |
|---|---|---|
WOOD FINANCIAL PARTNERS1 year Service code 27 102 S IOLA DR · WEBSTER GROVES, MO 63119 | Advisory (Plan) | $6,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,040 | $42,548-43.5% | $74,550-67.8% | $56,287-57.3% |
| Participation rate | 86.9% | 60.5%+26.4pp | 69.1%+17.8pp | 69.9%+17.1pp |
| Annual return | -6.80% | 12.40%-19.2pp | 32.53%-39.3pp | -9.96%+3.2pp |
| Employer contribution / active EE | $286 | $855-66.5% | $1,961-85.4% | $2,111-86.4% |
| Participant deferral / active EE | $3,742 | $2,277+64.3% | $3,108+20.4% | $3,350+11.7% |
| Admin fee / account holder | $46 | $467-90.2% | $5,060-99.1% | $521-91.2% |