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 | $48,544 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $17,785 |
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 | $46,750 | $49,451-5.5% | $79,550-41.2% | $66,914-30.1% |
| Participation rate | 76.6% | 61.3%+15.3pp | 69.5%+7.2pp | 69.8%+6.8pp |
| Annual return | -11.78% | 84.25%-96.0pp | 0.16%-11.9pp | 1.58%-13.4pp |
| Employer contribution / active EE | $3,168 | $1,266+150.4% | $2,413+31.3% | $2,544+24.5% |
| Participant deferral / active EE | $5,289 | $3,159+67.4% | $3,985+32.7% | $4,237+24.8% |
| Admin fee / account holder | $9 | $595-98.4% | $6,832-99.9% | $593-98.4% |