Filed October 3, 1995
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $51,348 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $16,692 |
Filed as: ERICKSEN KRENTEL LLP Service code 28 · EIN 72-0549733 | Investment Management | $0 |
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 | $49,941 | $59,263-15.7% | $96,562-48.3% | $79,386-37.1% |
| Participation rate | 74.4% | 61.9%+12.5pp | 69.8%+4.6pp | 70.7%+3.7pp |
| Annual return | 15.27% | 27.07%-11.8pp | 37.78%-22.5pp | 116.85%-101.6pp |
| Employer contribution / active EE | $2,544 | $1,216+109.3% | $2,356+8.0% | $2,427+4.8% |
| Participant deferral / active EE | $4,358 | $2,948+47.8% | $3,849+13.2% | $4,046+7.7% |
| Admin fee / account holder | $4 | $658-99.3% | $6,181-99.9% | $626-99.3% |