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 LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $7,214 |
ALFRED MANZO1 year Filed as: ALFRED L WILLIAMS II WILLIAMS ACTUA Service code 13 2295 W BAY ISLE DR SE · ST PETERSBURG, FL 337053350 | Contract Administrator | $999 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 2454 MCMULLEN BOOTH RD STE 431 · CLEARWATER, FL 33759 | Contract Administrator | $309 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $343,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 12.4%-12.4pp |
| Annual return | 12.45% | 7.36%+5.1pp | 16.84%-4.4pp | 9.89%+2.6pp |
| Employer contribution / active EE | $5,085 | $5,810-12.5% | $26,505-80.8% | $14,313-64.5% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | - | $9,084-100.0% |