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 PARTNERS5 years Service code 27 7800 FORSYTH BLVD FL 5 · CLAYTON, MO 63105 | Advisory (Plan) | $10,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,425 |
Annual investment return 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 | $26,678 | $49,451-46.1% | $79,550-66.5% | $66,914-60.1% |
| Participation rate | 74.1% | 61.3%+12.7pp | 69.5%+4.6pp | 69.8%+4.3pp |
| Annual return | -19.61% | 84.25%-103.9pp | 0.16%-19.8pp | 1.58%-21.2pp |
| Employer contribution / active EE | $699 | $1,266-44.8% | $2,413-71.0% | $2,544-72.5% |
| Participant deferral / active EE | $4,011 | $3,159+27.0% | $3,985+0.7% | $4,237-5.3% |
| Admin fee / account holder | $63 | $595-89.4% | $6,832-99.1% | $593-89.4% |