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) | $23,495 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $22,936 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,441 | $76,774+12.6% | $112,228-23.0% | $77,904+11.0% |
| Participation rate | 99.8% | 80.2%+19.7pp | 75.1%+24.8pp | 73.7%+26.2pp |
| Annual return | 13.85% | -10.25%+24.1pp | 27.45%-13.6pp | 12.21%+1.6pp |
| Employer contribution / active EE | $10,290 | $3,977+158.8% | $3,635+183.1% | $2,848+261.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $22 | $239-90.9% | $6,410-99.7% | $133-83.7% |