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.
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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 |
|---|---|---|
Filed as: BENJAMIN F EDWARDS & CO INC Service code 27 1 N BRENTWOOD BLVD STE 850 · ST LOUIS, MO 63105 | Advisory (Plan) | $95,125 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,709 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,271 | $82,978+41.3% | $129,995-9.8% | $71,457+64.1% |
| Participation rate | 91.6% | 74.1%+17.5pp | 78.5%+13.1pp | 67.9%+23.7pp |
| Annual return | 12.63% | 20.60%-8.0pp | -137.18%+149.8pp | 28.85%-16.2pp |
| Employer contribution / active EE | $7,089 | $2,622+170.4% | $4,320+64.1% | $2,588+174.0% |
| Participant deferral / active EE | $5,197 | $4,432+17.3% | $5,820-10.7% | $4,289+21.2% |
| Admin fee / account holder | $485 | $1,729-72.0% | $10,614-95.4% | $1,587-69.5% |