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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.
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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) | $13,591 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,511 |
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 | $23,715 | $58,879-59.7% | $178,490-86.7% | $73,488-67.7% |
| Participation rate | 91.0% | 66.2%+24.7pp | 81.9%+9.0pp | 70.7%+20.3pp |
| Annual return | 4.04% | 24.86%-20.8pp | 151.07%-147.0pp | 28.51%-24.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $828 | $2,567-67.8% | $5,202-84.1% | $3,740-77.9% |
| Admin fee / account holder | $21 | $400-94.8% | $13,984-99.8% | $513-95.9% |