Filed November 29, 2016
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) | $36,898 |
BLUM SHAPIRO4 years Filed as: CLIFTONLARSON ALLEN, LLP Service code 99 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Other Fees | $10,250 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,378 | $62,409+107.3% | $120,368+7.5% | $74,546+73.6% |
| Participation rate | 83.4% | 56.8%+26.7pp | 71.9%+11.5pp | 67.2%+16.2pp |
| Annual return | 17.03% | 18.62%-1.6pp | 107.26%-90.2pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $3,515 | $1,847+90.4% | $3,465+1.5% | $2,624+33.9% |
| Participant deferral / active EE | $6,379 | $2,888+120.9% | $4,991+27.8% | $4,347+46.7% |
| Admin fee / account holder | $327 | $2,394-86.3% | $9,429-96.5% | $1,944-83.2% |