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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 |
|---|---|---|
EDWARD JONES6+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $27,773 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,405 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,122 | $52,293-38.6% | $178,490-82.0% | $73,409-56.2% |
| Participation rate | 53.3% | 65.3%-12.0pp | 81.9%-28.6pp | 72.2%-18.8pp |
| Annual return | 11.77% | 34.75%-23.0pp | 151.07%-139.3pp | 59.29%-47.5pp |
| Employer contribution / active EE | $277 | $1,735-84.0% | $5,011-94.5% | $2,234-87.6% |
| Participant deferral / active EE | $2,174 | $2,332-6.8% | $5,202-58.2% | $3,805-42.9% |
| Admin fee / account holder | $43 | $127-65.8% | $13,984-99.7% | $158-72.5% |