Filed January 18, 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 |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $54,156 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $29,388 |
SMITH & HOWARD, PC1 year Filed as: SMITH DECOURSEY & ASSOCIATES INC DB Service code 13 650 S SHACKLEFORD RD · LITTLE ROCK, AR 722113522 | Contract Administrator | $26,713 |
Filed as: HUGHES, WELCH & MILLIGAN, LTD Service code 10 P.O. BOX 2094 · BATESVILLE, AR 72503 | Accounting | $9,200 |
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 | $50,036 | $44,989+11.2% | $170,442-70.6% | $77,958-35.8% |
| Participation rate | 74.6% | 64.6%+10.0pp | 83.6%-9.0pp | 71.6%+2.9pp |
| Annual return | 17.12% | 19.61%-2.5pp | 205.93%-188.8pp | 20.87%-3.8pp |
| Employer contribution / active EE | $1,432 | $1,466-2.3% | $5,433-73.6% | $2,310-38.0% |
| Participant deferral / active EE | $2,587 | $2,208+17.2% | $4,939-47.6% | $3,537-26.8% |
| Admin fee / account holder | $96 | $69+39.8% | $13,880-99.3% | $97-1.0% |