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 JONES4 years Service code 26 · EIN 43-0345811 | Advisory (Participants) | $24,559 |
AMERIBEN4 years Filed as: AMERIBEN SOLUTIONS Service code 13 · EIN 82-0360424 | Contract Administrator | $2,815 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,403 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,814 | $49,451-9.4% | $79,550-43.7% | $66,914-33.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -16.89% | 84.25%-101.1pp | 0.16%-17.1pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,363 | $1,266+7.7% | $2,413-43.5% | $2,544-46.4% |
| Participant deferral / active EE | $3,444 | $3,159+9.0% | $3,985-13.6% | $4,237-18.7% |
| Admin fee / account holder | $350 | $595-41.1% | $6,832-94.9% | $593-41.0% |