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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,184 |
WALKER BENEFITS, LLC3+ years Service code 16 · EIN 32-0453512 | Consulting | $7,311 |
EDWARD JONES3+ years Filed as: EDWARD JONES & CO. L P Service code 53 · EIN 43-0345811 | Insurance Commissions | $2,685 |
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 | $33,275 | $80,753-58.8% | $136,294-75.6% | $62,292-46.6% |
| Participation rate | 97.6% | 73.5%+24.1pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 24.64% | 35.83%-11.2pp | 5155.94%-5131.3pp | 28.90%-4.3pp |
| Employer contribution / active EE | $1,998 | $2,884-30.7% | $4,695-57.4% | $2,042-2.2% |
| Participant deferral / active EE | $3,487 | $5,164-32.5% | $6,247-44.2% | $3,169+10.0% |
| Admin fee / account holder | $83 | $525-84.3% | $9,243-99.1% | $479-82.8% |