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) | $17,731 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,160 |
Filed as: WILSHIRE ASSOCIATES, INC.(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $709 |
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.)
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 | $24,311 | $65,061-62.6% | $143,757-83.1% | $66,914-63.7% |
| Participation rate | 64.7% | 65.2%-0.5pp | 80.3%-15.6pp | 69.8%-5.1pp |
| Annual return | -15.84% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,826 | $2,361-22.7% | $4,951-63.1% | $2,544-28.2% |
| Participant deferral / active EE | $3,119 | $2,919+6.8% | $5,637-44.7% | $4,237-26.4% |
| Admin fee / account holder | $353 | $502-29.7% | $14,673-97.6% | $593-40.5% |