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 JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $29,973 |
Service code 37 · EIN 35-0145825 | Loan Processing | $20,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,449 | $46,292+63.0% | $143,757-47.5% | $64,808+16.4% |
| Participation rate | 46.7% | 64.2%-17.5pp | 80.3%-33.6pp | 71.5%-24.8pp |
| Annual return | -10.76% | -10.05%-0.7pp | -0.04%-10.7pp | 32.82%-43.6pp |
| Employer contribution / active EE | $709 | $1,910-62.9% | $4,951-85.7% | $2,506-71.7% |
| Participant deferral / active EE | $2,132 | $2,646-19.4% | $5,637-62.2% | $4,310-50.5% |
| Admin fee / account holder | $189 | $154+23.1% | $14,673-98.7% | $188+0.8% |