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 PARTNERS4 years Service code 27 7800 FORSYTH BLVD FL 5 · CLAYTON, MO 63105 | Advisory (Plan) | $9,563 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,800 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,137 | $59,263-44.1% | $96,562-65.7% | $79,386-58.3% |
| Participation rate | 89.9% | 61.9%+28.0pp | 69.8%+20.1pp | 70.7%+19.2pp |
| Annual return | 16.61% | 27.07%-10.5pp | 37.78%-21.2pp | 116.85%-100.2pp |
| Employer contribution / active EE | $446 | $1,216-63.3% | $2,356-81.1% | $2,427-81.6% |
| Participant deferral / active EE | $4,426 | $2,948+50.1% | $3,849+15.0% | $4,046+9.4% |
| Admin fee / account holder | $56 | $658-91.5% | $6,181-99.1% | $626-91.0% |