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 JONES7 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $33,458 |
Service code 37 · EIN 35-0145825 | Loan Processing | $20,576 |
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 | $81,239 | $47,126+72.4% | $149,673-45.7% | $74,419+9.2% |
| Participation rate | 49.8% | 63.4%-13.6pp | 78.8%-28.9pp | 70.7%-20.9pp |
| Annual return | 17.77% | 22.75%-5.0pp | 134.42%-116.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $738 | $1,905-61.3% | $4,818-84.7% | $2,637-72.0% |
| Participant deferral / active EE | $2,068 | $2,728-24.2% | $5,680-63.6% | $4,528-54.3% |
| Admin fee / account holder | $189 | $343-44.9% | $13,210-98.6% | $348-45.7% |