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 JONES2 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $20,542 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,690 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,543 | $58,083-14.7% | $80,019-38.1% | $56,287-12.0% |
| Participation rate | 82.9% | 73.6%+9.3pp | 75.8%+7.1pp | 69.9%+13.1pp |
| Annual return | -4.66% | 34.61%-39.3pp | 11.22%-15.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $748 | $1,932-61.3% | $2,468-69.7% | $2,111-64.5% |
| Participant deferral / active EE | $3,775 | $3,135+20.4% | $3,686+2.4% | $3,350+12.7% |
| Admin fee / account holder | $197 | $623-68.4% | $6,521-97.0% | $521-62.2% |