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 | $60,922 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $21,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,765 | $54,701-7.2% | $86,188-41.1% | $71,457-29.0% |
| Participation rate | 77.0% | 60.1%+16.9pp | 69.0%+8.0pp | 67.9%+9.0pp |
| Annual return | 18.52% | 20.06%-1.5pp | 1168.45%-1149.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,649 | $1,265+109.4% | $2,380+11.3% | $2,588+2.4% |
| Participant deferral / active EE | $4,412 | $3,108+42.0% | $3,985+10.7% | $4,289+2.9% |
| Admin fee / account holder | $9 | $1,922-99.6% | $6,852-99.9% | $1,587-99.5% |