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 JONES5 years Service code 27 12555 MANCHETER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $33,294 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,044 | $61,156-36.2% | $185,823-79.0% | $79,386-50.8% |
| Participation rate | 98.3% | 66.6%+31.7pp | 81.7%+16.6pp | 70.7%+27.6pp |
| Annual return | 16.23% | 19.45%-3.2pp | 122.05%-105.8pp | 116.85%-100.6pp |
| Employer contribution / active EE | $3,042 | $2,321+31.1% | $5,167-41.1% | $2,427+25.3% |
| Participant deferral / active EE | $3,542 | $2,789+27.0% | $5,568-36.4% | $4,046-12.4% |
| Admin fee / account holder | $125 | $710-82.4% | $16,237-99.2% | $626-80.0% |