Filed August 14, 2009
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 54 322 SO. CENTRAL AVE. · SIDNEY, MT 59270 | Sales Loads | $8,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,476 | $37,196+27.6% | $154,107-69.2% | $55,725-14.8% |
| Participation rate | 52.8% | 64.1%-11.3pp | 83.0%-30.2pp | 70.9%-18.0pp |
| Annual return | -9.42% | 1319.68%-1329.1pp | 735.12%-744.5pp | 244.93%-254.3pp |
| Employer contribution / active EE | $1,036 | $1,614-35.8% | $5,298-80.4% | $2,078-50.1% |
| Participant deferral / active EE | $2,317 | $2,068+12.0% | $5,081-54.4% | $3,356-31.0% |
| Admin fee / account holder | $32 | $102-69.0% | $13,411-99.8% | $115-72.6% |