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 JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $9,032 |
AMERICAN FUNDS4 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,664 | $58,879-66.6% | $178,490-89.0% | $73,488-73.2% |
| Participation rate | 59.5% | 66.2%-6.7pp | 81.9%-22.4pp | 70.7%-11.2pp |
| Annual return | 21.04% | 24.86%-3.8pp | 151.07%-130.0pp | 28.51%-7.5pp |
| Employer contribution / active EE | $2,219 | $2,236-0.8% | $5,011-55.7% | $2,270-2.2% |
| Participant deferral / active EE | $1,231 | $2,567-52.1% | $5,202-76.3% | $3,740-67.1% |
| Admin fee / account holder | $45 | $400-88.7% | $13,984-99.7% | $513-91.2% |