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 9-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 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $28,675 |
Filed as: MARTENS & CO. Service code 10 · EIN 59-3823192 | Accounting | $5,222 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,025 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,461 | $81,474-13.5% | $133,956-47.4% | $73,488-4.1% |
| Participation rate | 89.1% | 76.4%+12.8pp | 79.8%+9.3pp | 70.7%+18.5pp |
| Annual return | 12.96% | 19.40%-6.4pp | 45.09%-32.1pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,268 | $2,209-42.6% | $3,919-67.6% | $2,270-44.1% |
| Participant deferral / active EE | $4,345 | $3,786+14.8% | $5,048-13.9% | $3,740+16.2% |
| Admin fee / account holder | $279 | $713-60.8% | $8,927-96.9% | $513-45.5% |