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 JONES5 years Service code 26 · EIN 43-0345811 | Advisory (Participants) | $23,119 |
Service code 13 · EIN 92-1664169 | Contract Administrator | $2,825 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,321 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,249 | $54,701-11.8% | $86,188-44.0% | $71,457-32.5% |
| Participation rate | 80.5% | 60.1%+20.3pp | 69.0%+11.5pp | 67.9%+12.5pp |
| Annual return | 16.60% | 20.06%-3.5pp | 1168.45%-1151.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,026 | $1,265-18.9% | $2,380-56.9% | $2,588-60.4% |
| Participant deferral / active EE | $2,588 | $3,108-16.7% | $3,985-35.1% | $4,289-39.7% |
| Admin fee / account holder | $347 | $1,922-81.9% | $6,852-94.9% | $1,587-78.1% |