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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $51,678 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $35,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,306 | $61,272+34.3% | $149,673-45.0% | $71,457+15.2% |
| Participation rate | 68.3% | 62.5%+5.8pp | 78.8%-10.5pp | 67.9%+0.3pp |
| Annual return | 22.67% | 35.85%-13.2pp | 134.42%-111.8pp | 28.85%-6.2pp |
| Employer contribution / active EE | $1,931 | $2,378-18.8% | $4,818-59.9% | $2,588-25.4% |
| Participant deferral / active EE | $3,626 | $2,917+24.3% | $5,680-36.2% | $4,289-15.5% |
| Admin fee / account holder | $269 | $1,261-78.7% | $13,210-98.0% | $1,587-83.0% |