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 JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $12,036 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,191 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,462 |
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 | $99,689 | $57,065+74.7% | $75,670+31.7% | $70,131+42.1% |
| Participation rate | 74.2% | 68.1%+6.1pp | 72.3%+1.9pp | 69.5%+4.7pp |
| Annual return | 13.35% | 23.57%-10.2pp | 27.34%-14.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,404 | $1,817+32.3% | $2,352+2.2% | $2,342+2.6% |
| Participant deferral / active EE | $4,801 | $2,580+86.1% | $3,142+52.8% | $3,332+44.1% |
| Admin fee / account holder | $19 | $3,825-99.5% | $5,800-99.7% | $4,645-99.6% |