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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,685 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,398 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,883 | $98,750-41.4% | $149,696-61.3% | $79,858-27.5% |
| Participation rate | 66.3% | 75.8%-9.5pp | 82.5%-16.2pp | 69.6%-3.4pp |
| Annual return | 19.84% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,096 | $5,680+95.4% | $6,842+62.2% | $3,740+196.7% |
| Admin fee / account holder | $291 | $6,053-95.2% | $9,309-96.9% | $5,306-94.5% |