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 JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $65,058 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $34,491 |
BIG SKY RETIREMENT INC4 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $5,069 |
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 | $97,260 | $50,982+90.8% | $154,803-37.2% | $85,563+13.7% |
| Participation rate | 51.6% | 59.8%-8.2pp | 78.1%-26.4pp | 66.0%-14.3pp |
| Annual return | 16.73% | 30.35%-13.6pp | 58.88%-42.2pp | 31.51%-14.8pp |
| Employer contribution / active EE | $1,193 | $1,708-30.2% | $4,305-72.3% | $2,654-55.1% |
| Participant deferral / active EE | $2,935 | $2,474+18.6% | $5,540-47.0% | $4,375-32.9% |
| Admin fee / account holder | $282 | $846-66.7% | $14,329-98.0% | $834-66.2% |