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 JONES4 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $25,383 |
RETIREMENT, LLC5+ years Service code 13 · EIN 26-3723532 13838 QUAIL POINTE DRIVE · OKLAHOMA CITY, OK 73134 | Contract Administrator | $5,635 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $962 |
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 | $56,438 | $52,953+6.6% | $172,739-67.3% | $65,185-13.4% |
| Participation rate | 86.3% | 66.2%+20.1pp | 82.6%+3.6pp | 70.2%+16.1pp |
| Annual return | 24.92% | 30.12%-5.2pp | 802.84%-777.9pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,905 | $2,190-13.0% | $5,143-63.0% | $2,177-12.5% |
| Participant deferral / active EE | $3,322 | $2,471+34.4% | $5,198-36.1% | $3,514-5.5% |
| Admin fee / account holder | $204 | $472-56.7% | $13,954-98.5% | $847-75.9% |