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 PARTNERS2 years Service code 27 102 S IOLA DR · WEBSTER GROVES, MO 63119 | Advisory (Plan) | $6,268 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,300 |
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 | $32,999 | $49,138-32.8% | $84,015-60.7% | $65,185-49.4% |
| Participation rate | 79.9% | 60.7%+19.1pp | 69.0%+10.8pp | 70.2%+9.7pp |
| Annual return | 24.40% | 23.00%+1.4pp | 71.31%-46.9pp | 29.38%-5.0pp |
| Employer contribution / active EE | $792 | $914-13.3% | $1,983-60.1% | $2,177-63.6% |
| Participant deferral / active EE | $3,901 | $2,397+62.8% | $3,239+20.5% | $3,514+11.0% |
| Admin fee / account holder | $59 | $543-89.1% | $6,101-99.0% | $847-93.0% |