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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FARMER & BETTS2 years Filed as: FARMER & BETTS, INC Service code 13 · EIN 94-3322438 | Contract Administrator | $24,853 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,606 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,638 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,263 | $49,922-83.4% | $80,569-89.7% | $75,163-89.0% |
| Participation rate | 0.0% | 55.3%-55.3pp | 67.0%-67.0pp | 67.2%-67.2pp |
| Annual return | 18.49% | 34.69%-16.2pp | 935.43%-916.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,889 | $1,698+70.1% | $2,723+6.1% | $2,670+8.2% |
| Participant deferral / active EE | $10,972 | $2,990+266.9% | $4,447+146.7% | $4,125+166.0% |
| Admin fee / account holder | $107 | $3,577-97.0% | $5,377-98.0% | $5,651-98.1% |