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 |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 416 WEST AVE · HOLDREGE, NE 68949 | Advisory (Plan) | $16,405 |
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $10,434 |
ALLEN, GIBBS & HOULIK, L.C.2 years Filed as: ALLEN GIBBS & HOULIK LC Service code 10 · EIN 48-1032601 | Accounting | $10,000 |
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 | $41,216 | $54,390-24.2% | $117,039-64.8% | $69,631-40.8% |
| Participation rate | 99.6% | 58.5%+41.1pp | 77.2%+22.4pp | 70.7%+28.9pp |
| Annual return | 16.20% | 18.33%-2.1pp | 18.95%-2.8pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $3,326 | $1,357+145.2% | $3,785-12.1% | $2,032+63.7% |
| Participant deferral / active EE | $2,811 | $2,076+35.4% | $3,929-28.5% | $3,224-12.8% |
| Admin fee / account holder | $144 | $98+47.5% | $5,974-97.6% | $110+30.5% |