Filed November 16, 2005
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 13 · EIN 42-0127290 | Contract Administrator | $24,614 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $7,519 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,810 | $65,557+108.7% | $64,056+113.6% | $71,457+91.5% |
| Participation rate | 66.7% | 73.2%-6.5pp | 72.3%-5.6pp | 67.9%-1.3pp |
| Annual return | 14.32% | 18.94%-4.6pp | 33.69%-19.4pp | 28.85%-14.5pp |
| Employer contribution / active EE | $281 | $2,669-89.5% | $2,747-89.8% | $2,588-89.1% |
| Participant deferral / active EE | $1,941 | $3,626-46.5% | $3,880-50.0% | $4,289-54.7% |
| Admin fee / account holder | $189 | $616-69.3% | $3,068-93.8% | $1,587-88.1% |