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 JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $24,774 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,688 |
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 | $38,899 | $58,879-33.9% | $178,490-78.2% | $73,488-47.1% |
| Participation rate | 98.2% | 66.2%+32.0pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 18.63% | 24.86%-6.2pp | 151.07%-132.4pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,938 | $2,236+31.4% | $5,011-41.4% | $2,270+29.4% |
| Participant deferral / active EE | $3,154 | $2,567+22.8% | $5,202-39.4% | $3,740-15.7% |
| Admin fee / account holder | $114 | $400-71.6% | $13,984-99.2% | $513-77.9% |