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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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,507 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $7,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,791 | $62,127-81.0% | $81,382-85.5% | $74,495-84.2% |
| Participation rate | 60.0% | 64.0%-4.0pp | 69.5%-9.5pp | 67.2%-7.2pp |
| Annual return | 17.45% | 16.48%+1.0pp | 24.73%-7.3pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $751 | $1,882-60.1% | $2,463-69.5% | $2,623-71.4% |
| Participant deferral / active EE | $2,231 | $3,229-30.9% | $3,883-42.5% | $4,346-48.7% |
| Admin fee / account holder | $86 | $1,934-95.5% | $5,768-98.5% | $1,942-95.6% |