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 |
|---|---|---|
EDWARD JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $19,812 |
JULY BUSINESS SERVICES2 years Service code 13 · EIN 74-2715820 PO BOX 2208 · WACO, TX 76703 | Contract Administrator | $7,277 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $559 |
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 | $40,121 | $57,354-30.0% | $83,848-52.2% | $64,186-37.5% |
| Participation rate | 85.1% | 68.6%+16.5pp | 76.1%+9.0pp | 69.6%+15.6pp |
| Annual return | -6.72% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,100 | $2,545-17.5% | $3,631-42.2% | $2,381-11.8% |
| Participant deferral / active EE | $4,298 | $2,993+43.6% | $4,082+5.3% | $3,470+23.9% |
| Admin fee / account holder | $11 | $4,046-99.7% | $5,478-99.8% | $4,888-99.8% |