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 PARTNERS7 years Service code 27 7800 FORSYTH BLVD FL 5 · CLAYTON, MO 63105 | Advisory (Plan) | $12,960 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,800 |
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 | $25,545 | $54,193-52.9% | $93,606-72.7% | $77,643-67.1% |
| Participation rate | 70.1% | 63.9%+6.2pp | 68.7%+1.4pp | 70.6%-0.4pp |
| Annual return | 19.93% | 30.54%-10.6pp | 133.20%-113.3pp | 31.24%-11.3pp |
| Employer contribution / active EE | $401 | $1,168-65.7% | $2,420-83.4% | $2,726-85.3% |
| Participant deferral / active EE | $3,362 | $3,144+6.9% | $4,411-23.8% | $4,647-27.7% |
| Admin fee / account holder | $47 | $576-91.9% | $8,285-99.4% | $430-89.2% |