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 JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $31,320 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $7,590 |
PENSION PLAN SPECIALISTS, PC7+ years Service code 10 · EIN 26-1570786 | Accounting | $3,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,875 | $77,660-40.9% | $109,143-58.0% | $79,386-42.2% |
| Participation rate | 90.2% | 67.8%+22.4pp | 75.9%+14.4pp | 70.7%+19.5pp |
| Annual return | 13.12% | 23.44%-10.3pp | 25.75%-12.6pp | 116.85%-103.7pp |
| Employer contribution / active EE | $3,404 | $2,797+21.7% | $3,722-8.5% | $2,427+40.2% |
| Participant deferral / active EE | $4,651 | $3,518+32.2% | $4,6530% | $4,046+15.0% |
| Admin fee / account holder | $284 | $732-61.2% | $6,752-95.8% | $626-54.6% |