Filed March 4, 2009
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 Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $23,250 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,770 | $37,196+109.1% | $154,107-49.5% | $55,725+39.6% |
| Participation rate | 32.8% | 64.1%-31.2pp | 83.0%-50.2pp | 70.9%-38.0pp |
| Annual return | -3.21% | 1319.68%-1322.9pp | 735.12%-738.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $481 | $1,614-70.2% | $5,298-90.9% | $2,078-76.9% |
| Participant deferral / active EE | $1,300 | $2,068-37.1% | $5,081-74.4% | $3,356-61.2% |
| Admin fee / account holder | $210 | $102+106.4% | $13,411-98.4% | $115+82.0% |