Filed April 1, 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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Service code 13 · EIN 74-2715820 PO BOX 2208 · WACO, TX 76703 | Contract Administrator | $9,660 |
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $9,497 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,475 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,072 | $63,346-44.6% | $92,233-62.0% | $70,131-50.0% |
| Participation rate | 87.1% | 68.7%+18.4pp | 76.5%+10.6pp | 69.5%+17.5pp |
| Annual return | 17.97% | 530.12%-512.1pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,141 | $2,471-13.3% | $3,679-41.8% | $2,342-8.6% |
| Participant deferral / active EE | $4,007 | $2,854+40.4% | $3,897+2.8% | $3,332+20.3% |
| Admin fee / account holder | $71 | $3,840-98.2% | $5,194-98.6% | $4,645-98.5% |