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 LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $22,812 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,676 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,972 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,519 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,534 | $92,055-71.2% | $106,213-75.0% | $77,643-65.8% |
| Participation rate | 95.2% | 81.0%+14.2pp | 75.3%+20.0pp | 70.6%+24.7pp |
| Annual return | 14.44% | 17.91%-3.5pp | 116.14%-101.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,112 | $3,367-67.0% | $3,171-64.9% | $2,726-59.2% |
| Participant deferral / active EE | $3,039 | $5,386-43.6% | $5,016-39.4% | $4,647-34.6% |
| Admin fee / account holder | $162 | $219-25.9% | $11,033-98.5% | $430-62.3% |