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) | $27,539 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN RD., SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $5,060 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,651 | $64,480+12.7% | $81,382-10.7% | $80,856-10.1% |
| Participation rate | 83.9% | 63.9%+20.0pp | 69.5%+14.4pp | 67.6%+16.2pp |
| Annual return | 11.16% | 16.34%-5.2pp | 24.73%-13.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $8,925 | $1,978+351.1% | $2,463+262.4% | $2,755+224.0% |
| Participant deferral / active EE | $14,187 | $3,094+358.6% | $3,883+265.3% | $4,296+230.2% |
| Admin fee / account holder | $25 | $5,671-99.6% | $5,768-99.6% | $6,918-99.6% |