Filed July 13, 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 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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $24,587 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $4,934 |
PENSION PLAN SPECIALISTS, PC5+ years Service code 10 · EIN 26-1570786 | Accounting | $3,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,940 | $66,601-34.0% | $92,893-52.7% | $67,579-35.0% |
| Participation rate | 81.4% | 72.5%+8.9pp | 76.0%+5.4pp | 71.3%+10.2pp |
| Annual return | 20.26% | 92.58%-72.3pp | 109.41%-89.2pp | 378.56%-358.3pp |
| Employer contribution / active EE | $2,086 | $2,775-24.8% | $3,653-42.9% | $2,148-2.9% |
| Participant deferral / active EE | $3,225 | $3,157+2.2% | $4,236-23.9% | $3,539-8.9% |
| Admin fee / account holder | $265 | $199+33.1% | $5,794-95.4% | $142+86.0% |