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 JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $26,219 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $6,395 |
PENSION PLAN SPECIALISTS, PC6+ years Service code 10 · EIN 26-1570786 | Accounting | $2,300 |
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 | $43,324 | $91,517-52.7% | $101,248-57.2% | $73,409-41.0% |
| Participation rate | 89.9% | 73.8%+16.2pp | 75.8%+14.1pp | 72.2%+17.8pp |
| Annual return | 13.83% | 17.17%-3.3pp | 46.47%-32.6pp | 59.29%-45.5pp |
| Employer contribution / active EE | $2,739 | $2,877-4.8% | $3,660-25.2% | $2,234+22.6% |
| Participant deferral / active EE | $3,379 | $3,338+1.2% | $4,370-22.7% | $3,805-11.2% |
| Admin fee / account holder | $251 | $216+16.2% | $5,945-95.8% | $158+58.8% |