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 |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $8,395 |
Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $5,193 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $2,280 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $459 |
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 | $22,670 | $90,745-75.0% | $130,231-82.6% | $75,163-69.8% |
| Participation rate | 81.3% | 71.1%+10.3pp | 76.3%+5.0pp | 67.2%+14.1pp |
| Annual return | 15.70% | 34.45%-18.8pp | 38.77%-23.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,753 | $3,314-47.1% | $4,126-57.5% | $2,670-34.3% |
| Participant deferral / active EE | $2,701 | $5,362-49.6% | $6,799-60.3% | $4,125-34.5% |
| Admin fee / account holder | $214 | $6,331-96.6% | $6,020-96.4% | $5,651-96.2% |