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 JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $49,517 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,515 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,961 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,610 | $73,404-17.4% | $87,100-30.4% | $67,579-10.3% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.9%+21.2pp | 71.3%+26.8pp |
| Annual return | 19.83% | 48.29%-28.5pp | 28.19%-8.4pp | 378.56%-358.7pp |
| Employer contribution / active EE | $970 | $2,014-51.8% | $2,521-61.5% | $2,148-54.8% |
| Participant deferral / active EE | $2,175 | $3,913-44.4% | $4,049-46.3% | $3,539-38.6% |
| Admin fee / account holder | $361 | $142+155.2% | $7,497-95.2% | $142+153.9% |