Filed January 6, 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 JONES6 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $16,887 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,563 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,531 | $65,246-25.6% | $98,716-50.8% | $67,986-28.6% |
| Participation rate | 63.4% | 51.4%+12.0pp | 69.3%-5.9pp | 57.2%+6.2pp |
| Annual return | 11.31% | 20.58%-9.3pp | 31.81%-20.5pp | 31.67%-20.4pp |
| Employer contribution / active EE | $291 | $1,042-72.1% | $2,279-87.2% | $2,019-85.6% |
| Participant deferral / active EE | $1,422 | $2,594-45.2% | $4,048-64.9% | $3,358-57.6% |
| Admin fee / account holder | $257 | $4,561-94.4% | $8,703-97.0% | $3,203-92.0% |