Filed January 9, 2013
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 JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $6,353 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $200 |
Service code 13 5446 CALIFORNIA AVE. SW, SUITE 200 · SEATTLE, WA 98136 | Contract Administrator | $0 |
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 | $16,478 | $52,953-68.9% | $172,739-90.5% | $65,185-74.7% |
| Participation rate | 63.0% | 66.2%-3.2pp | 82.6%-19.6pp | 70.2%-7.2pp |
| Annual return | 19.49% | 30.12%-10.6pp | 802.84%-783.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $2,209 | $2,190+0.9% | $5,143-57.0% | $2,177+1.5% |
| Participant deferral / active EE | $1,331 | $2,471-46.1% | $5,198-74.4% | $3,514-62.1% |
| Admin fee / account holder | $38 | $472-91.9% | $13,954-99.7% | $847-95.5% |