Filed August 14, 2007 (most recent of 3 filings on file)
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 8-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) | $80,693 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,684 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,256 | $45,000-52.8% | $143,757-85.2% | $77,904-72.7% |
| Participation rate | 85.3% | 66.8%+18.5pp | 80.3%+5.0pp | 73.7%+11.6pp |
| Annual return | -16.26% | 29.03%-45.3pp | -0.04%-16.2pp | 12.21%-28.5pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $2,753 | $3,157-12.8% | $5,637-51.2% | $4,806-42.7% |
| Admin fee / account holder | $5 | $98-95.0% | $14,673-100.0% | $133-96.3% |