Filed February 28, 2006
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 JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $27,028 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,125 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,864 | $47,977-44.0% | $154,107-82.6% | $56,287-52.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.94% | 3.54%-10.5pp | 735.12%-742.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,991 | $2,169+37.9% | $5,298-43.5% | $2,111+41.7% |
| Participant deferral / active EE | $3,209 | $2,392+34.2% | $5,081-36.8% | $3,350-4.2% |
| Admin fee / account holder | $141 | $438-67.9% | $13,411-99.0% | $521-73.0% |