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 |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $21,217 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,819 |
PLANTE & MORAN, PLLC8 years Filed as: PLANTE & MORAN PLC Service code 10 · EIN 38-1357951 | Accounting | $19,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,186 | $54,701+17.3% | $86,188-25.5% | $71,457-10.2% |
| Participation rate | 72.6% | 60.1%+12.5pp | 69.0%+3.7pp | 67.9%+4.7pp |
| Annual return | 18.66% | 20.06%-1.4pp | 1168.45%-1149.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,381 | $3,108+40.9% | $3,985+9.9% | $4,289+2.1% |
| Admin fee / account holder | $350 | $1,922-81.8% | $6,852-94.9% | $1,587-78.0% |