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 JONES6 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 N WALNUT ST · CAMERON, MO 64429 | Advisory (Participants) | $28,578 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,286 |
Filed as: JOHN HANCOCK (USA) Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $325 |
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 | $90,198 | $27,827+224.1% | $65,255+38.2% | $71,457+26.2% |
| Participation rate | 94.4% | 57.6%+36.7pp | 65.0%+29.4pp | 67.9%+26.4pp |
| Annual return | 18.47% | 41.58%-23.1pp | 47.35%-28.9pp | 28.85%-10.4pp |
| Employer contribution / active EE | $2,358 | $1,405+67.8% | $1,691+39.4% | $2,588-8.9% |
| Participant deferral / active EE | $2,533 | $1,861+36.1% | $2,831-10.5% | $4,289-40.9% |
| Admin fee / account holder | $464 | $3,850-87.9% | $4,112-88.7% | $1,587-70.8% |