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 |
|---|---|---|
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $36,187 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $7,757 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,734 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,481 | $75,388-21.1% | $123,544-51.9% | $55,725+6.7% |
| Participation rate | 75.4% | 75.7%-0.2pp | 82.3%-6.9pp | 70.9%+4.6pp |
| Annual return | -7.07% | 4.48%-11.5pp | 119.20%-126.3pp | 244.93%-252.0pp |
| Employer contribution / active EE | $3,503 | $3,063+14.3% | $4,628-24.3% | $2,078+68.5% |
| Participant deferral / active EE | $7,469 | $5,651+32.2% | $6,426+16.2% | $3,356+122.6% |
| Admin fee / account holder | $75 | $120-37.7% | $9,284-99.2% | $115-35.2% |