See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 50 · EIN 43-0345811 | Direct Payment | $15,543 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $420 |
Filed as: ENVESTNET RETIREMENT SOLOUTIONS, LL Service code 27 | Advisory (Plan) | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
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 | $110,377 | $63,299+74.4% | $91,001+21.3% | $62,292+77.2% |
| Participation rate | 98.1% | 73.3%+24.8pp | 75.6%+22.5pp | 69.5%+28.6pp |
| Annual return | 14.11% | 20.99%-6.9pp | 4.60%+9.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $2,517 | $1,807+39.3% | $2,456+2.5% | $2,042+23.3% |
| Participant deferral / active EE | $2,421 | $2,943-17.7% | $3,547-31.7% | $3,169-23.6% |
| Admin fee / account holder | $129 | $468-72.5% | $5,417-97.6% | $479-73.1% |