Filed January 19, 2012
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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $60,873 |
Filed as: EDWARD D. JONES & CO., LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $40,845 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,525 | $81,719-41.8% | $101,248-53.1% | $90,288-47.4% |
| Participation rate | 38.8% | 80.7%-42.0pp | 75.8%-37.0pp | 73.4%-34.6pp |
| Annual return | 16.85% | 337.64%-320.8pp | 46.47%-29.6pp | 53.97%-37.1pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $3,660-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,747 | $3,310-47.2% | $4,370-60.0% | $4,232-58.7% |
| Admin fee / account holder | $214 | $162+32.1% | $5,945-96.4% | $114+87.5% |