Filed January 4, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $25,386 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,479 |
PACO INC3 years Service code 13 · EIN 42-1064080 | Contract Administrator | $5,189 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,610 | $66,098+2.3% | $101,794-33.6% | $74,304-9.0% |
| Participation rate | 91.8% | 53.8%+38.0pp | 69.2%+22.6pp | 60.3%+31.4pp |
| Annual return | 22.72% | 19.59%+3.1pp | 30.53%-7.8pp | 29.43%-6.7pp |
| Employer contribution / active EE | $5,013 | $1,082+363.5% | $2,289+119.0% | $2,241+123.7% |
| Participant deferral / active EE | $3,045 | $2,781+9.5% | $4,084-25.4% | $3,767-19.2% |
| Admin fee / account holder | $289 | $4,146-93.0% | $8,777-96.7% | $2,969-90.3% |