Filed October 17, 2014
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $71,818 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $36,398 |
THE RETIREMENT ADVANTAGE INC5 years Service code 13 · EIN 39-1816008 | Contract Administrator | $6,875 |
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 | $66,520 | $54,517+22.0% | $75,972-12.4% | $74,495-10.7% |
| Participation rate | 86.6% | 60.3%+26.3pp | 69.1%+17.6pp | 67.2%+19.4pp |
| Annual return | 15.27% | 31.82%-16.5pp | 359.55%-344.3pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,991 | $1,777+68.3% | $2,685+11.4% | $2,623+14.0% |
| Participant deferral / active EE | $8,224 | $3,066+168.3% | $4,255+93.3% | $4,346+89.2% |
| Admin fee / account holder | $386 | $2,229-82.7% | $6,467-94.0% | $1,942-80.1% |