Filed January 1, 2017
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 JONES1+ years Filed as: EDWARD D JONES & CO L.P. Service code 52 12555 MANCHESTER RD · ST LOUIS, MS 63131 | Indirect Investment Fees | $14,276 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0932631 805 S WHEATLEY ST STE 600 · RIDGELAND, MS 391575005 | Recordkeeping | $2,379 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,061 | $70,002-54.2% | $115,037-72.1% | $52,331-38.7% |
| Participation rate | 77.5% | 72.1%+5.4pp | 81.4%-3.9pp | 68.1%+9.4pp |
| Annual return | -0.39% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,374 | $2,715-12.5% | $4,608-48.5% | $1,882+26.2% |
| Participant deferral / active EE | $4,126 | $4,920-16.1% | $6,026-31.5% | $3,022+36.5% |
| Admin fee / account holder | $12 | $566-97.9% | $8,175-99.9% | $592-98.0% |