Filed January 21, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,976 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $7,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,486 | $54,762-22.4% | $90,281-52.9% | $72,985-41.8% |
| Participation rate | 56.3% | 65.1%-8.9pp | 73.3%-17.0pp | 69.5%-13.2pp |
| Annual return | 22.07% | 30.63%-8.6pp | 78.10%-56.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,734 | $2,887-39.9% | $3,885-55.4% | $3,607-51.9% |
| Admin fee / account holder | $266 | $3,972-93.3% | $5,351-95.0% | $5,124-94.8% |