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 JONES8 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $39,252 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 37 · EIN 35-0145825 | Loan Processing | $25,308 |
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 | $86,137 | $50,815+69.5% | $155,509-44.6% | $77,643+10.9% |
| Participation rate | 51.0% | 63.1%-12.1pp | 78.2%-27.2pp | 70.6%-19.6pp |
| Annual return | 13.90% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $776 | $1,993-61.1% | $4,672-83.4% | $2,726-71.5% |
| Participant deferral / active EE | $2,253 | $2,822-20.2% | $5,626-60.0% | $4,647-51.5% |
| Admin fee / account holder | $206 | $437-52.9% | $15,912-98.7% | $430-52.2% |