Filed July 25, 2006
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 35-0145825 | Recordkeeping | $22,109 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $9,092 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,197 | $65,322-50.7% | $70,449-54.3% | $73,488-56.2% |
| Participation rate | 74.5% | 77.0%-2.4pp | 75.1%-0.5pp | 70.7%+3.8pp |
| Annual return | 14.38% | 15.71%-1.3pp | 109.03%-94.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $685 | $2,460-72.2% | $2,737-75.0% | $2,270-69.8% |
| Participant deferral / active EE | $2,142 | $3,375-36.5% | $3,709-42.2% | $3,740-42.7% |
| Admin fee / account holder | $24 | $214-88.7% | $3,845-99.4% | $513-95.3% |