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 JONES1 year Service code 27 12555 MANCHESTER ROAD · ST. LOIUS, MO 63131 | Advisory (Plan) | $2,801 |
Filed as: RETIREMENT PLAN PARTNERS, LLC Service code 13 4211 NORTH LIGHTNING DRIVE · APPLETON, WI 54913 | Contract Administrator | $600 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $208 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,633 | $80,968-44.9% | $96,544-53.8% | $75,163-40.6% |
| Participation rate | 80.4% | 71.8%+8.6pp | 76.0%+4.5pp | 67.2%+13.2pp |
| Annual return | 18.88% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,380 | $2,282-39.5% | $2,965-53.5% | $2,670-48.3% |
| Participant deferral / active EE | $1,834 | $3,928-53.3% | $4,851-62.2% | $4,125-55.5% |
| Admin fee / account holder | $14 | $6,724-99.8% | $8,252-99.8% | $5,651-99.7% |