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 |
|---|---|---|
PENSION PLAN SPECIALISTS, PC9+ years Service code 10 · EIN 26-1570786 | Accounting | $24,350 |
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $22,731 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $7,728 |
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 | $41,818 | $76,670-45.5% | $96,683-56.7% | $71,457-41.5% |
| Participation rate | 89.4% | 66.6%+22.8pp | 74.3%+15.0pp | 67.9%+21.4pp |
| Annual return | 14.74% | 48.29%-33.6pp | 35.69%-21.0pp | 28.85%-14.1pp |
| Employer contribution / active EE | $3,642 | $3,031+20.2% | $3,737-2.5% | $2,588+40.8% |
| Participant deferral / active EE | $4,426 | $3,771+17.4% | $4,878-9.3% | $4,289+3.2% |
| Admin fee / account holder | $265 | $2,028-87.0% | $6,730-96.1% | $1,587-83.3% |