Filed May 6, 1998
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 JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $33,016 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,744 |
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 | $55,272 | $69,305-20.2% | $82,313-32.9% | $69,631-20.6% |
| Participation rate | 94.7% | 80.3%+14.4pp | 76.9%+17.8pp | 70.7%+24.0pp |
| Annual return | 14.75% | 21.47%-6.7pp | 25.88%-11.1pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $1,606 | $1,887-14.9% | $2,428-33.9% | $2,032-21.0% |
| Participant deferral / active EE | $1,890 | $3,568-47.0% | $3,706-49.0% | $3,224-41.4% |
| Admin fee / account holder | $17 | $97-82.6% | $5,608-99.7% | $110-84.7% |