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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $70,892 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $42,186 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,374 | $56,423+106.3% | $77,163+50.8% | $71,457+62.9% |
| Participation rate | 92.3% | 64.3%+27.9pp | 69.6%+22.7pp | 67.9%+24.3pp |
| Annual return | 16.47% | 19.05%-2.6pp | 37.87%-21.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,795 | $1,866+49.8% | $2,535+10.3% | $2,588+8.0% |
| Participant deferral / active EE | $6,232 | $3,142+98.4% | $3,833+62.6% | $4,289+45.3% |
| Admin fee / account holder | $635 | $1,429-55.5% | $5,472-88.4% | $1,587-60.0% |