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 JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $50,597 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $30,914 |
BIG SKY RETIREMENT INC2 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $5,679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,579 | $47,126+64.6% | $149,673-48.2% | $74,419+4.2% |
| Participation rate | 51.4% | 63.4%-12.0pp | 78.8%-27.3pp | 70.7%-19.3pp |
| Annual return | 17.81% | 22.75%-4.9pp | 134.42%-116.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,199 | $1,905-37.1% | $4,818-75.1% | $2,637-54.5% |
| Participant deferral / active EE | $2,986 | $2,728+9.5% | $5,680-47.4% | $4,528-34.1% |
| Admin fee / account holder | $232 | $343-32.3% | $13,210-98.2% | $348-33.3% |