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 JONES3 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $23,945 |
Service code 37 · EIN 35-0145825 | Loan Processing | $16,450 |
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 | $76,129 | $62,928+21.0% | $172,739-55.9% | $67,579+12.7% |
| Participation rate | 38.9% | 64.5%-25.6pp | 82.6%-43.7pp | 71.3%-32.4pp |
| Annual return | 17.21% | 30.36%-13.1pp | 802.84%-785.6pp | 378.56%-361.3pp |
| Employer contribution / active EE | $552 | $1,636-66.3% | $5,143-89.3% | $2,148-74.3% |
| Participant deferral / active EE | $1,431 | $2,145-33.3% | $5,198-72.5% | $3,539-59.6% |
| Admin fee / account holder | $180 | $167+7.8% | $13,954-98.7% | $142+26.2% |