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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 JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $16,656 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,956 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,688 | $91,190-53.2% | $178,490-76.1% | $79,858-46.5% |
| Participation rate | 81.7% | 69.2%+12.5pp | 81.9%-0.2pp | 69.6%+12.1pp |
| Annual return | 4.96% | 24.19%-19.2pp | 151.07%-146.1pp | 31.71%-26.7pp |
| Employer contribution / active EE | $716 | $3,256-78.0% | $5,011-85.7% | $2,471-71.0% |
| Participant deferral / active EE | $952 | $3,236-70.6% | $5,202-81.7% | $3,740-74.5% |
| Admin fee / account holder | $204 | $6,751-97.0% | $13,984-98.5% | $5,306-96.2% |