Filed August 8, 2006
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 |
|---|---|---|
EDWARD JONES1 year Service code 26 · EIN 43-0345811 | Advisory (Participants) | $18,691 |
AMERIBEN1 year Filed as: AMERIBEN SOLUTIONS Service code 13 · EIN 82-0360424 | Contract Administrator | $2,145 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,068 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,438 | $49,138-5.5% | $84,015-44.7% | $65,185-28.8% |
| Participation rate | 91.5% | 60.7%+30.8pp | 69.0%+22.5pp | 70.2%+21.3pp |
| Annual return | 19.36% | 23.00%-3.6pp | 71.31%-51.9pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,062 | $914+16.2% | $1,983-46.4% | $2,177-51.2% |
| Participant deferral / active EE | $2,578 | $2,397+7.5% | $3,239-20.4% | $3,514-26.6% |
| Admin fee / account holder | $367 | $543-32.5% | $6,101-94.0% | $847-56.7% |