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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.
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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 JONES2 years Filed as: EDWARD D JONES AND COMPANY Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,049 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,186 | $62,928-75.9% | $172,739-91.2% | $67,579-77.5% |
| Participation rate | 13.2% | 64.5%-51.3pp | 82.6%-69.4pp | 71.3%-58.1pp |
| Annual return | 18.47% | 30.36%-11.9pp | 802.84%-784.4pp | 378.56%-360.1pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $320 | $2,145-85.1% | $5,198-93.8% | $3,539-91.0% |
| Admin fee / account holder | $79 | $167-52.5% | $13,954-99.4% | $142-44.3% |