Filed December 21, 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 JONES2 years Service code 55 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Other Commissions | $13,978 |
RETIREMENT, LLC3+ years Service code 13 · EIN 26-3723532 13838 QUAIL POINTE DRIVE · OKLAHOMA CITY, OK 73134 | Contract Administrator | $6,635 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $625 |
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 | $44,836 | $55,453-19.1% | $170,442-73.7% | $62,292-28.0% |
| Participation rate | 80.1% | 66.4%+13.8pp | 83.6%-3.5pp | 69.5%+10.6pp |
| Annual return | 20.09% | 21.38%-1.3pp | 205.93%-185.8pp | 28.90%-8.8pp |
| Employer contribution / active EE | $1,788 | $2,164-17.4% | $5,433-67.1% | $2,042-12.5% |
| Participant deferral / active EE | $2,506 | $2,303+8.8% | $4,939-49.3% | $3,169-20.9% |
| Admin fee / account holder | $48 | $455-89.4% | $13,880-99.7% | $479-89.9% |