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 | $65,246+3.6% | $98,716-31.5% | $67,986-0.6% |
| Participation rate | 91.8% | 51.4%+40.4pp | 69.3%+22.5pp | 57.2%+34.6pp |
| Annual return | 22.72% | 20.58%+2.1pp | 31.81%-9.1pp | 31.67%-8.9pp |
| Employer contribution / active EE | $5,013 | $1,042+381.1% | $2,279+120.0% | $2,019+148.3% |
| Participant deferral / active EE | $3,045 | $2,594+17.4% | $4,048-24.8% | $3,358-9.3% |
| Admin fee / account holder | $289 | $4,561-93.7% | $8,703-96.7% | $3,203-91.0% |