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 JONES6 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $25,818 |
PENSION PLAN SPECIALISTS, PC10+ years Service code 10 · EIN 26-1570786 | Accounting | $16,389 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $10,817 |
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 | $44,599 | $80,724-44.8% | $103,333-56.8% | $74,495-40.1% |
| Participation rate | 88.5% | 65.7%+22.8pp | 74.5%+14.0pp | 67.2%+21.3pp |
| Annual return | 11.59% | 27.56%-16.0pp | 24.88%-13.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $3,462 | $3,157+9.6% | $3,868-10.5% | $2,623+32.0% |
| Participant deferral / active EE | $4,091 | $3,860+6.0% | $5,057-19.1% | $4,346-5.9% |
| Admin fee / account holder | $295 | $2,368-87.5% | $8,355-96.5% | $1,942-84.8% |