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 JONES3 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $23,718 |
RETIREMENT, LLC4+ years Service code 13 · EIN 26-3723532 13838 QUAIL POINTE DRIVE · OKLAHOMA CITY, OK 73134 | Contract Administrator | $4,339 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $763 |
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 | $43,592 | $47,977-9.1% | $154,107-71.7% | $56,287-22.6% |
| Participation rate | 86.3% | 66.2%+20.1pp | 83.0%+3.2pp | 69.9%+16.4pp |
| Annual return | -5.21% | 3.54%-8.8pp | 735.12%-740.3pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,980 | $2,169-8.7% | $5,298-62.6% | $2,111-6.2% |
| Participant deferral / active EE | $3,013 | $2,392+26.0% | $5,081-40.7% | $3,350-10.0% |
| Admin fee / account holder | $182 | $438-58.5% | $13,411-98.6% | $521-65.1% |