Filed May 6, 1997
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 JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 N WALNUT ST · CAMERON, MO 64429 | Advisory (Participants) | $32,070 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,566 |
Filed as: JOHN HANCOCK (USA) Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,977 | $39,195+188.2% | $98,755+14.4% | $79,386+42.3% |
| Participation rate | 100.0% | 59.8%+40.2pp | 65.7%+34.3pp | 70.7%+29.3pp |
| Annual return | 18.37% | 19.95%-1.6pp | 49.91%-31.5pp | 116.85%-98.5pp |
| Employer contribution / active EE | $2,554 | $1,334+91.4% | $2,067+23.6% | $2,427+5.2% |
| Participant deferral / active EE | $2,109 | $2,333-9.6% | $3,035-30.5% | $4,046-47.9% |
| Admin fee / account holder | $730 | $365+100.1% | $4,076-82.1% | $626+16.6% |