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 Service code 26 · EIN 43-0345811 | Advisory (Participants) | $803 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $89 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $80 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,348 | $61,156-32.4% | $185,823-77.7% | $79,386-47.9% |
| Participation rate | 47.7% | 66.6%-18.9pp | 81.7%-34.0pp | 70.7%-23.0pp |
| Annual return | 10.48% | 19.45%-9.0pp | 122.05%-111.6pp | 116.85%-106.4pp |
| Employer contribution / active EE | $718 | $2,321-69.1% | $5,167-86.1% | $2,427-70.4% |
| Participant deferral / active EE | $1,631 | $2,789-41.5% | $5,568-70.7% | $4,046-59.7% |
| Admin fee / account holder | $23 | $710-96.8% | $16,237-99.9% | $626-96.4% |