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 JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 631313710 | Advisory (Participants) | $21,663 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $300 |
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 | $82,328 | $35,949+129.0% | $88,538-7.0% | $65,185+26.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 68.7%+31.3pp | 70.2%+29.8pp |
| Annual return | 23.97% | 47.52%-23.6pp | 43.64%-19.7pp | 29.38%-5.4pp |
| Employer contribution / active EE | $2,853 | $1,047+172.5% | $2,098+36.0% | $2,177+31.1% |
| Participant deferral / active EE | $1,916 | $1,870+2.5% | $2,914-34.3% | $3,514-45.5% |
| Admin fee / account holder | $530 | $496+6.8% | $4,310-87.7% | $847-37.4% |