Filed August 14, 2009 (most recent of 2 filings on file)
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 Filed as: EDWARD D JONES AND CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $31,798 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $19,900 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,580 |
Service code 15 · EIN 81-3989034 | Recordkeeping | $1,513 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 15 | Recordkeeping | $1,181 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,126 | $63,745+22.6% | $98,442-20.6% | $79,386-1.6% |
| Participation rate | 97.9% | 69.9%+28.1pp | 73.3%+24.6pp | 70.7%+27.2pp |
| Annual return | 13.76% | 625.80%-612.0pp | 1492.73%-1479.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $5,456 | $2,557+113.4% | $2,960+84.4% | $2,427+124.8% |
| Participant deferral / active EE | $4,357 | $3,303+31.9% | $4,276+1.9% | $4,046+7.7% |
| Admin fee / account holder | $307 | $516-40.5% | $5,949-94.8% | $626-51.1% |