Filed April 17, 2019
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 |
|---|---|---|
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Float reven... | $40,144 |
Filed as: ALLEN GIBBS & HOULIK LC Service code 10 · EIN 48-1032601 | Accounting | $14,032 |
Filed as: EDWARD D JONES & CO Service code 10 416 WEST AVE · HOLDREGE, NE 68949 | Accounting | $7,556 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,380 | $46,761-28.6% | $106,619-68.7% | $57,658-42.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | 7.86% | 15.77%-7.9pp | 9.42%-1.6pp | 5.13%+2.7pp |
| Employer contribution / active EE | $3,494 | $1,274+174.3% | $3,947-11.5% | $1,974+77.0% |
| Participant deferral / active EE | $2,989 | $1,954+53.0% | $3,930-23.9% | $3,061-2.3% |
| Admin fee / account holder | $65 | $97-33.1% | $6,418-99.0% | $95-31.5% |