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 JONES5 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $56,210 |
RETIREMENT, LLC6+ years Service code 13 · EIN 26-3723532 13838 QUAIL POINTE DRIVE · OKLAHOMA CITY, OK 73134 | Contract Administrator | $3,623 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,466 | $58,879+2.7% | $178,490-66.1% | $73,488-17.7% |
| Participation rate | 81.3% | 66.2%+15.1pp | 81.9%-0.6pp | 70.7%+10.6pp |
| Annual return | 13.36% | 24.86%-11.5pp | 151.07%-137.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,431 | $2,567+33.6% | $5,202-34.0% | $3,740-8.3% |
| Admin fee / account holder | $209 | $400-47.9% | $13,984-98.5% | $513-59.3% |