Filed May 6, 1997
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 JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 631313710 | Advisory (Participants) | $20,351 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,612 | $32,865+102.7% | $75,826-12.2% | $56,287+18.3% |
| Participation rate | 100.0% | 53.0%+47.0pp | 68.2%+31.8pp | 69.9%+30.1pp |
| Annual return | -3.74% | -5.01%+1.3pp | 1914.15%-1917.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,611 | $891+193.1% | $1,913+36.4% | $2,111+23.7% |
| Participant deferral / active EE | $1,591 | $1,683-5.4% | $2,862-44.4% | $3,350-52.5% |
| Admin fee / account holder | $433 | $185+134.4% | $4,726-90.8% | $521-17.0% |