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 PARTNERS6 years Service code 27 7800 FORSYTH BLVD FL 5 · CLAYTON, MO 63105 | Advisory (Plan) | $10,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,625 |
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 | $29,024 | $54,701-46.9% | $86,188-66.3% | $71,457-59.4% |
| Participation rate | 90.9% | 60.1%+30.8pp | 69.0%+21.9pp | 67.9%+22.9pp |
| Annual return | 20.40% | 20.06%+0.3pp | 1168.45%-1148.1pp | 28.85%-8.5pp |
| Employer contribution / active EE | $681 | $1,265-46.2% | $2,380-71.4% | $2,588-73.7% |
| Participant deferral / active EE | $5,050 | $3,108+62.5% | $3,985+26.7% | $4,289+17.7% |
| Admin fee / account holder | $56 | $1,922-97.1% | $6,852-99.2% | $1,587-96.5% |