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 9-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 26 · EIN 43-0345811 | Advisory (Participants) | $7,914 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $633 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $511 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,391 | $51,620-31.4% | $90,281-60.8% | $65,185-45.7% |
| Participation rate | 82.0% | 68.6%+13.4pp | 73.3%+8.7pp | 70.2%+11.8pp |
| Annual return | 26.60% | 24.94%+1.7pp | 78.10%-51.5pp | 29.38%-2.8pp |
| Employer contribution / active EE | $2,196 | $2,235-1.7% | $2,854-23.1% | $2,177+0.9% |
| Participant deferral / active EE | $4,627 | $2,871+61.2% | $3,885+19.1% | $3,514+31.7% |
| Admin fee / account holder | $203 | $384-47.1% | $5,351-96.2% | $847-76.0% |