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 JONES4 years Service code 17 · EIN 43-0345811 | Pension Consulting | $18,940 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $1,390 |
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 | $51,848 | $71,883-27.9% | $86,677-40.2% | $68,494-24.3% |
| Participation rate | 86.6% | 72.2%+14.3pp | 76.6%+10.0pp | 67.9%+18.7pp |
| Annual return | -18.34% | 3.52%-21.9pp | 35.91%-54.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,375 | $2,173+9.3% | $2,836-16.3% | $2,596-8.5% |
| Participant deferral / active EE | $4,066 | $3,779+7.6% | $4,656-12.7% | $4,027+1.0% |
| Admin fee / account holder | $19 | $6,112-99.7% | $7,493-99.7% | $5,403-99.7% |