Filed January 19, 2012
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: EDWARD D. JONES & CO., LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $41,012 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $24,171 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,514 | $76,774-39.4% | $112,228-58.6% | $77,904-40.3% |
| Participation rate | 28.5% | 80.2%-51.7pp | 75.1%-46.6pp | 73.7%-45.2pp |
| Annual return | -16.28% | -10.25%-6.0pp | 27.45%-43.7pp | 12.21%-28.5pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,635-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,646 | $3,778-56.4% | $4,728-65.2% | $4,806-65.8% |
| Admin fee / account holder | $261 | $239+9.1% | $6,410-95.9% | $133+96.6% |