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 JONES6 years Service code 26 · EIN 43-0345811 | Advisory (Participants) | $25,475 |
BENEFITS2 ADMINISTRATORS LLC2 years Service code 13 · EIN 92-1664169 | Contract Administrator | $3,656 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,650 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,456 |
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 | $42,041 | $59,417-29.2% | $93,606-55.1% | $74,495-43.6% |
| Participation rate | 85.0% | 59.7%+25.3pp | 68.7%+16.2pp | 67.2%+17.8pp |
| Annual return | 11.45% | 81.83%-70.4pp | 133.20%-121.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,049 | $1,264-17.0% | $2,420-56.7% | $2,623-60.0% |
| Participant deferral / active EE | $2,515 | $3,050-17.5% | $4,411-43.0% | $4,346-42.1% |
| Admin fee / account holder | $335 | $3,021-88.9% | $8,285-96.0% | $1,942-82.7% |