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 JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $50,965 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $30,204 |
BIG SKY RETIREMENT INC1 year Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $16,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,474 | $46,292+43.6% | $143,757-53.8% | $64,808+2.6% |
| Participation rate | 52.5% | 64.2%-11.7pp | 80.3%-27.8pp | 71.5%-19.0pp |
| Annual return | -14.63% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,203 | $1,910-37.0% | $4,951-75.7% | $2,506-52.0% |
| Participant deferral / active EE | $2,988 | $2,646+12.9% | $5,637-47.0% | $4,310-30.7% |
| Admin fee / account holder | $267 | $154+73.5% | $14,673-98.2% | $188+42.0% |