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 JONES2 years Service code 54 322 SO. CENTRAL AVE. · SIDNEY, MT 59270 | Sales Loads | $5,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,184 | $62,928+3.6% | $172,739-62.3% | $67,579-3.5% |
| Participation rate | 51.4% | 64.5%-13.1pp | 82.6%-31.3pp | 71.3%-19.9pp |
| Annual return | 22.60% | 30.36%-7.8pp | 802.84%-780.2pp | 378.56%-356.0pp |
| Employer contribution / active EE | $1,058 | $1,636-35.3% | $5,143-79.4% | $2,148-50.7% |
| Participant deferral / active EE | $2,419 | $2,145+12.8% | $5,198-53.5% | $3,539-31.7% |
| Admin fee / account holder | $51 | $167-69.3% | $13,954-99.6% | $142-64.0% |