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 4-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 JONES4+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $50,877 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SPECIALISTS, LTD Service code 13 | Contract Administrator | $10,908 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,460 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 | Contract Administrator | $200 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,526 | $88,581+69.9% | $145,661+3.3% | $74,304+102.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 60.3%+39.7pp |
| Annual return | 16.55% | 34.30%-17.7pp | 101.46%-84.9pp | 29.43%-12.9pp |
| Employer contribution / active EE | $13,705 | $2,612+424.7% | $4,238+223.4% | $2,241+511.5% |
| Participant deferral / active EE | $12,386 | $4,151+198.4% | $7,198+72.1% | $3,767+228.8% |
| Admin fee / account holder | $33 | $2,953-98.9% | $12,466-99.7% | $2,969-98.9% |