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 JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $43,356 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $9,594 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,298 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $74,906 | $88,122-15.0% | $141,162-46.9% | $67,579+10.8% |
| Participation rate | 82.3% | 76.5%+5.9pp | 82.5%-0.1pp | 71.3%+11.1pp |
| Annual return | 25.94% | 75.40%-49.5pp | 71.39%-45.5pp | 378.56%-352.6pp |
| Employer contribution / active EE | $3,662 | $3,224+13.6% | $4,735-22.7% | $2,148+70.5% |
| Participant deferral / active EE | $8,013 | $5,958+34.5% | $6,709+19.4% | $3,539+126.4% |
| Admin fee / account holder | -$27 | $131-120.4% | $10,261-100.3% | $142-118.8% |