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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 JONES4 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $12,678 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $421 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,381 | $91,190-78.7% | $178,490-89.1% | $79,858-75.7% |
| Participation rate | 85.9% | 69.2%+16.7pp | 81.9%+4.0pp | 69.6%+16.2pp |
| Annual return | 16.69% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $297 | $3,256-90.9% | $5,011-94.1% | $2,471-88.0% |
| Participant deferral / active EE | $895 | $3,236-72.3% | $5,202-82.8% | $3,740-76.1% |
| Admin fee / account holder | $96 | $6,751-98.6% | $13,984-99.3% | $5,306-98.2% |