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 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $13,395 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $900 |
Filed as: WILSHIRE ASSOCIATES, INC.(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $23,148 | $52,953-56.3% | $172,739-86.6% | $65,185-64.5% |
| Participation rate | 64.0% | 66.2%-2.2pp | 82.6%-18.7pp | 70.2%-6.2pp |
| Annual return | 18.06% | 30.12%-12.1pp | 802.84%-784.8pp | 29.38%-11.3pp |
| Employer contribution / active EE | $1,645 | $2,190-24.9% | $5,143-68.0% | $2,177-24.4% |
| Participant deferral / active EE | $3,089 | $2,471+25.0% | $5,198-40.6% | $3,514-12.1% |
| Admin fee / account holder | $359 | $472-24.0% | $13,954-97.4% | $847-57.7% |