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 |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $14,000 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,125 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $140,015 | $52,580+166.3% | $71,671+95.4% | $70,131+99.6% |
| Participation rate | 98.9% | 60.9%+38.0pp | 68.7%+30.2pp | 69.5%+29.4pp |
| Annual return | 19.68% | 20.25%-0.6pp | 20.65%-1.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $936 | $1,616-42.1% | $2,460-61.9% | $2,342-60.0% |
| Participant deferral / active EE | $4,421 | $2,386+85.3% | $3,438+28.6% | $3,332+32.7% |
| Admin fee / account holder | $139 | $3,653-96.2% | $5,558-97.5% | $4,645-97.0% |