Filed December 31, 2008
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 52 · EIN 04-1590850 | Indirect Investment Fees | $26,046 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $7,003 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,025 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Filed as: DEUTSCHE FUNDS Service code 52 · EIN 13-3241232 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: EDWARD D JONES & CO Service code 61 | Finders' fees / placement fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,531 | $50,385+63.8% | $75,670+9.1% | $62,292+32.5% |
| Participation rate | 96.9% | 67.7%+29.2pp | 72.3%+24.6pp | 69.5%+27.4pp |
| Annual return | 15.68% | 19.90%-4.2pp | 27.34%-11.7pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,452 | $1,537+59.5% | $2,352+4.3% | $2,042+20.1% |
| Participant deferral / active EE | $5,066 | $2,445+107.2% | $3,142+61.2% | $3,169+59.8% |
| Admin fee / account holder | $249 | $384-35.3% | $5,800-95.7% | $479-48.1% |