Filed May 19, 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 6-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 |
|---|---|---|
JACKSON, HOWELL & ASSOCIATES1+ years Filed as: JACKSON HOWELL Service code 10 · EIN 20-3538074 | Accounting | $8,600 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,496 | $48,277-7.8% | $63,517-29.9% | $55,191-19.4% |
| Participation rate | 57.1% | 69.4%-12.3pp | 71.0%-13.9pp | 69.2%-12.0pp |
| Annual return | 0.33% | 2.37%-2.0pp | -70.30%+70.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $407 | $1,592-74.4% | $2,322-82.5% | $1,899-78.6% |
| Participant deferral / active EE | $1,272 | $2,432-47.7% | $2,953-56.9% | $3,046-58.2% |
| Admin fee / account holder | $31 | $86-64.0% | $5,892-99.5% | $91-65.9% |