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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,690 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $9,627 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,789 | $34,934-49.1% | $56,411-68.5% | $74,495-76.1% |
| Participation rate | 77.3% | 32.8%+44.5pp | 52.5%+24.8pp | 67.2%+10.1pp |
| Annual return | 11.08% | 25.94%-14.9pp | 1701.33%-1690.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $196 | $609-67.8% | $1,039-81.1% | $2,623-92.5% |
| Participant deferral / active EE | $1,220 | $1,170+4.3% | $1,952-37.5% | $4,346-71.9% |
| Admin fee / account holder | $13 | $2,364-99.5% | $2,829-99.5% | $1,942-99.3% |