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 7-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 |
|---|---|---|
FARMER & BETTS1 year Filed as: FARMER & BETTS, INC Service code 13 · EIN 94-3322438 | Contract Administrator | $15,375 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,841 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,335 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,389 | $37,393-82.9% | $77,024-91.7% | $66,914-90.5% |
| Participation rate | 89.1% | 52.9%+36.2pp | 67.9%+21.2pp | 69.8%+19.3pp |
| Annual return | -16.89% | -3.29%-13.6pp | 42.32%-59.2pp | 1.58%-18.5pp |
| Employer contribution / active EE | $4,836 | $1,531+215.9% | $2,812+72.0% | $2,544+90.1% |
| Participant deferral / active EE | $9,468 | $2,617+261.8% | $4,426+113.9% | $4,237+123.5% |
| Admin fee / account holder | $59 | $567-89.5% | $5,425-98.9% | $593-90.0% |