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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 JONES5 years Filed as: EDWARD D JONES AND COMPANY Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,180 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,785 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,575 | $65,061-51.5% | $143,757-78.0% | $66,914-52.8% |
| Participation rate | 11.4% | 65.2%-53.8pp | 80.3%-69.0pp | 69.8%-58.4pp |
| Annual return | -17.15% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $247 | $2,919-91.5% | $5,637-95.6% | $4,237-94.2% |
| Admin fee / account holder | $157 | $502-68.7% | $14,673-98.9% | $593-73.5% |