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 JONES7 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $36,544 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,589 | $61,272-35.4% | $149,673-73.5% | $71,457-44.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 20.55% | 35.85%-15.3pp | 134.42%-113.9pp | 28.85%-8.3pp |
| Employer contribution / active EE | $3,274 | $2,378+37.7% | $4,818-32.0% | $2,588+26.5% |
| Participant deferral / active EE | $3,994 | $2,917+36.9% | $5,680-29.7% | $4,289-6.9% |
| Admin fee / account holder | $125 | $1,261-90.1% | $13,210-99.1% | $1,587-92.1% |