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 JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $13,882 |
GRAY HUNTER STENN LLP5 years Service code 10 1200 HARGER RD · OAK BROOK, IL 60523 | Accounting | $10,512 |
Service code 13 · EIN 84-1477138 | Contract Administrator | $2,878 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $500 |
JULY BUSINESS SERVICES1 year Service code 13 PO BOX 2208 · WACO, TX 767032208 | Contract Administrator | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,649 | $49,808-26.4% | $95,745-61.7% | $74,419-50.8% |
| Participation rate | 27.0% | 66.6%-39.6pp | 72.3%-45.3pp | 70.7%-43.7pp |
| Annual return | 16.69% | 24.91%-8.2pp | 28.35%-11.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $389 | $1,639-76.3% | $2,835-86.3% | $2,637-85.3% |
| Participant deferral / active EE | $975 | $3,739-73.9% | $4,245-77.0% | $4,528-78.5% |
| Admin fee / account holder | $202 | $311-35.2% | $5,678-96.4% | $348-42.0% |