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 |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $49,213 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $39,885 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $164,981 | $58,879+180.2% | $178,490-7.6% | $73,488+124.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.79% | 24.86%-11.1pp | 151.07%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $8,321 | $2,236+272.1% | $5,011+66.1% | $2,270+266.6% |
| Participant deferral / active EE | $6,452 | $2,567+151.3% | $5,202+24.0% | $3,740+72.5% |
| Admin fee / account holder | $513 | $400+28.1% | $13,984-96.3% | $5130% |