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 JONES10+ years Filed as: EDWARD D JONES & CO L P Service code 21 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Bank Trustee | $18,505 |
Filed as: BENEFIT PLANS ADMIN SERV LLC Service code 13 | Contract Administrator | $3,702 |
Service code 13 | Contract Administrator | $1,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,331 | $87,013-24.9% | $106,213-38.5% | $80,856-19.2% |
| Participation rate | 97.8% | 70.4%+27.4pp | 75.3%+22.5pp | 67.6%+30.2pp |
| Annual return | 11.30% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,023 | $2,395-57.3% | $3,171-67.7% | $2,755-62.8% |
| Participant deferral / active EE | $4,181 | $3,986+4.9% | $5,016-16.6% | $4,296-2.7% |
| Admin fee / account holder | $9 | $8,431-99.9% | $11,033-99.9% | $6,918-99.9% |