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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $29,915 |
Filed as: EDWARD D. JONES & CO., LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $28,582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,822 | $88,770+19.2% | $109,143-3.0% | $93,030+13.8% |
| Participation rate | 99.2% | 81.5%+17.7pp | 75.9%+23.3pp | 73.9%+25.2pp |
| Annual return | 24.29% | 60.64%-36.3pp | 25.75%-1.5pp | 158.70%-134.4pp |
| Employer contribution / active EE | $7,971 | $3,780+110.9% | $3,722+114.2% | $2,706+194.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $39 | $172-77.2% | $6,752-99.4% | $152-74.1% |