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 JONES3 years Service code 27 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $20,720 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,619 |
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 | $32,825 | $52,953-38.0% | $172,739-81.0% | $65,185-49.6% |
| Participation rate | 98.1% | 66.2%+31.9pp | 82.6%+15.5pp | 70.2%+27.9pp |
| Annual return | 23.07% | 30.12%-7.0pp | 802.84%-779.8pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,664 | $2,190+21.7% | $5,143-48.2% | $2,177+22.4% |
| Participant deferral / active EE | $3,167 | $2,471+28.2% | $5,198-39.1% | $3,514-9.9% |
| Admin fee / account holder | $102 | $472-78.4% | $13,954-99.3% | $847-88.0% |