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: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $50,192 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,001 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,032 | $65,561+122.7% | $91,541+59.5% | $74,304+96.5% |
| Participation rate | 92.0% | 56.6%+35.4pp | 69.8%+22.2pp | 60.3%+31.7pp |
| Annual return | 16.81% | 17.68%-0.9pp | 20.50%-3.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,889 | $1,717+68.3% | $2,505+15.4% | $2,241+28.9% |
| Participant deferral / active EE | $6,387 | $2,918+118.9% | $4,008+59.4% | $3,767+69.5% |
| Admin fee / account holder | $396 | $3,333-88.1% | $6,956-94.3% | $2,969-86.7% |