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 JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $25,850 |
Service code 37 · EIN 35-0145825 | Loan Processing | $18,199 |
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 | $93,689 | $52,293+79.2% | $178,490-47.5% | $73,409+27.6% |
| Participation rate | 38.5% | 65.3%-26.9pp | 81.9%-43.4pp | 72.2%-33.7pp |
| Annual return | 14.58% | 34.75%-20.2pp | 151.07%-136.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $636 | $1,735-63.3% | $5,011-87.3% | $2,234-71.5% |
| Participant deferral / active EE | $1,838 | $2,332-21.2% | $5,202-64.7% | $3,805-51.7% |
| Admin fee / account holder | $206 | $127+61.6% | $13,984-98.5% | $158+30.3% |