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 | $33,925 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,029 |
TIAA1 year Service code 13 · EIN 82-2826183 | Contract Administrator | $6,771 |
MORNINGSTAR4 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.
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 | $142,654 | $67,984+109.8% | $65,493+117.8% | $74,304+92.0% |
| Participation rate | 62.8% | 66.3%-3.6pp | 73.1%-10.3pp | 60.3%+2.4pp |
| Annual return | 12.07% | 19.87%-7.8pp | 982.45%-970.4pp | 29.43%-17.4pp |
| Employer contribution / active EE | $567 | $2,491-77.3% | $2,574-78.0% | $2,241-74.7% |
| Participant deferral / active EE | $1,974 | $3,346-41.0% | $3,961-50.2% | $3,767-47.6% |
| Admin fee / account holder | $228 | $1,373-83.4% | $5,028-95.5% | $2,969-92.3% |