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 |
|---|---|---|
EDWARD JONES4 years Service code 26 · EIN 43-0345811 1316 NORTH WALNUT ST · EDMOND, OK 73013 | Advisory (Participants) | $20,977 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $992 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,040 | $55,415-36.8% | $155,509-77.5% | $74,495-53.0% |
| Participation rate | 67.6% | 61.9%+5.7pp | 78.2%-10.6pp | 67.2%+0.4pp |
| Annual return | 23.03% | 268.50%-245.5pp | 64.67%-41.6pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $2,128 | $2,267-6.2% | $4,672-54.5% | $2,623-18.9% |
| Participant deferral / active EE | $2,922 | $2,836+3.0% | $5,626-48.1% | $4,346-32.8% |
| Admin fee / account holder | $250 | $1,738-85.6% | $15,912-98.4% | $1,942-87.1% |