Filed May 27, 2012
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,746 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,514 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $7,422 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $1,373 |
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 | $60,299 | $155,795-61.3% | $136,294-55.8% | $69,631-13.4% |
| Participation rate | 71.5% | 75.2%-3.7pp | 81.9%-10.4pp | 70.7%+0.8pp |
| Annual return | 19.15% | 232464.33%-232445.2pp | 5155.94%-5136.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $3,201 | $2,991+7.0% | $4,695-31.8% | $2,032+57.5% |
| Participant deferral / active EE | $6,825 | $5,394+26.5% | $6,247+9.3% | $3,224+111.7% |
| Admin fee / account holder | $255 | $128+98.7% | $9,243-97.2% | $110+130.8% |