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 | $55,643 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $33,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,785 | $55,415+121.6% | $155,509-21.0% | $74,495+64.8% |
| Participation rate | 59.1% | 61.9%-2.8pp | 78.2%-19.1pp | 67.2%-8.1pp |
| Annual return | 19.61% | 268.50%-248.9pp | 64.67%-45.1pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $1,712 | $2,267-24.5% | $4,672-63.4% | $2,623-34.7% |
| Participant deferral / active EE | $3,419 | $2,836+20.6% | $5,626-39.2% | $4,346-21.3% |
| Admin fee / account holder | $315 | $1,738-81.9% | $15,912-98.0% | $1,942-83.8% |