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 JONES2 years Service code 26 · EIN 43-0345811 | Advisory (Participants) | $18,691 |
AMERIBEN2 years Filed as: AMERIBEN SOLUTIONS Service code 13 · EIN 82-0360424 | Contract Administrator | $1,305 |
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 | $225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,330 | $54,573-11.4% | $90,951-46.9% | $73,488-34.2% |
| Participation rate | 91.2% | 61.2%+30.0pp | 69.0%+22.2pp | 70.7%+20.5pp |
| Annual return | 15.72% | 16.69%-1.0pp | 134.60%-118.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,113 | $991+12.2% | $2,122-47.6% | $2,270-51.0% |
| Participant deferral / active EE | $3,011 | $2,517+19.6% | $3,373-10.7% | $3,740-19.5% |
| Admin fee / account holder | $345 | $521-33.8% | $5,959-94.2% | $513-32.8% |