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 JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 631313710 | Advisory (Participants) | $23,591 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $175 |
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 | $98,364 | $38,075+158.3% | $93,406+5.3% | $73,488+33.8% |
| Participation rate | 99.1% | 56.7%+42.4pp | 66.8%+32.3pp | 70.7%+28.4pp |
| Annual return | 19.22% | 17.59%+1.6pp | 78.05%-58.8pp | 28.51%-9.3pp |
| Employer contribution / active EE | $2,620 | $1,117+134.6% | $2,075+26.3% | $2,270+15.4% |
| Participant deferral / active EE | $1,887 | $2,012-6.2% | $3,126-39.6% | $3,740-49.5% |
| Admin fee / account holder | $592 | $351+68.6% | $5,230-88.7% | $513+15.4% |