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 | $91,326 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $29,433 |
LAMARQUE FORD1 year Service code 10 3101 WILLIAMS BLVD · KENNER, LA 70065 | Accounting | $11,900 |
Filed as: ERICKSEN KRENTEL LLP Service code 28 PO BOX 13588 · NEW ORLEANS, LA 70185 | Investment Management | $0 |
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 | $61,230 | $59,417+3.1% | $93,606-34.6% | $74,495-17.8% |
| Participation rate | 78.3% | 59.7%+18.6pp | 68.7%+9.6pp | 67.2%+11.1pp |
| Annual return | 14.72% | 81.83%-67.1pp | 133.20%-118.5pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,632 | $1,264+108.3% | $2,420+8.8% | $2,623+0.4% |
| Participant deferral / active EE | $4,406 | $3,050+44.5% | $4,411-0.1% | $4,346+1.4% |
| Admin fee / account holder | $77 | $3,021-97.5% | $8,285-99.1% | $1,942-96.0% |