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 JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 N WALNUT ST · CAMERON, MO 64429 | Advisory (Participants) | $27,733 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,219 |
Filed as: JOHN HANCOCK (USA) Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,999 | $28,601+172.7% | $71,735+8.7% | $66,914+16.6% |
| Participation rate | 93.3% | 56.7%+36.6pp | 62.3%+31.0pp | 69.8%+23.5pp |
| Annual return | -17.48% | -10.90%-6.6pp | 9.14%-26.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,717 | $1,104+146.1% | $1,704+59.4% | $2,544+6.8% |
| Participant deferral / active EE | $2,103 | $1,912+10.0% | $2,658-20.9% | $4,237-50.4% |
| Admin fee / account holder | $558 | $506+10.2% | $3,974-86.0% | $593-5.9% |