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 JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $123,370 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $37,793 |
HUGHES PITTMAN & GUPTON, LLP2 years Filed as: HUGHES, WELCH & MILLIGAN, LTD Service code 10 PO BOX 2094 · BATESVILLE, AR 72503 | Accounting | $9,500 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY, ELDREDGE & CLARK LLP Service code 29 400 W CAPITOL AVE · LITTLE ROCK, AR 72201 | Legal | $2,821 |
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 | $47,328 | $45,382+4.3% | $154,107-69.3% | $75,289-37.1% |
| Participation rate | 72.6% | 65.9%+6.7pp | 83.0%-10.5pp | 72.4%+0.2pp |
| Annual return | -3.79% | -0.47%-3.3pp | 735.12%-738.9pp | -0.04%-3.8pp |
| Employer contribution / active EE | $1,469 | $1,533-4.2% | $5,298-72.3% | $2,405-38.9% |
| Participant deferral / active EE | $2,598 | $2,384+9.0% | $5,081-48.9% | $3,739-30.5% |
| Admin fee / account holder | $134 | $89+49.9% | $13,411-99.0% | $102+30.9% |