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 JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $23,384 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $9,075 |
PENSION PLAN SPECIALISTS, PC8+ years Service code 10 · EIN 26-1570786 | Accounting | $4,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,262 | $64,119-40.3% | $112,228-65.9% | $66,914-42.8% |
| Participation rate | 90.2% | 68.5%+21.7pp | 75.1%+15.1pp | 69.8%+20.4pp |
| Annual return | -13.14% | -13.81%+0.7pp | 27.45%-40.6pp | 1.58%-14.7pp |
| Employer contribution / active EE | $3,715 | $3,005+23.6% | $3,635+2.2% | $2,544+46.0% |
| Participant deferral / active EE | $4,727 | $3,693+28.0% | $4,7280% | $4,237+11.6% |
| Admin fee / account holder | $282 | $625-55.0% | $6,410-95.6% | $593-52.5% |