See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MA 63131 | Advisory (Plan) | $45,109 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,068 | $65,118-0.1% | $76,768-15.2% | $55,725+16.8% |
| Participation rate | 93.8% | 79.6%+14.2pp | 77.0%+16.8pp | 70.9%+22.9pp |
| Annual return | -6.08% | -1.27%-4.8pp | 2.43%-8.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,580 | $1,941-18.6% | $2,485-36.4% | $2,078-24.0% |
| Participant deferral / active EE | $2,965 | $3,688-19.6% | $3,852-23.0% | $3,356-11.6% |
| Admin fee / account holder | $148 | $116+28.1% | $6,675-97.8% | $115+28.8% |