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 JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $39,296 |
BLUM SHAPIRO5 years Filed as: CLIFTONLARSON ALLEN, LLP Service code 99 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Other Fees | $6,720 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,332 |
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 | $151,254 | $68,914+119.5% | $136,749+10.6% | $74,304+103.6% |
| Participation rate | 83.2% | 51.3%+31.9pp | 72.1%+11.1pp | 60.3%+22.9pp |
| Annual return | 19.51% | 16.34%+3.2pp | 24.33%-4.8pp | 29.43%-9.9pp |
| Employer contribution / active EE | $3,401 | $1,561+117.8% | $3,4000% | $2,241+51.7% |
| Participant deferral / active EE | $5,697 | $2,541+124.2% | $4,692+21.4% | $3,767+51.2% |
| Admin fee / account holder | $318 | $3,149-89.9% | $11,386-97.2% | $2,969-89.3% |