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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 |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $8,636 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $6,786 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $3,849 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,530 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUARCE Service code 15 · EIN 84-0467907 | Recordkeeping | $1,492 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,956 | $82,664-75.9% | $125,339-84.1% | $68,494-70.9% |
| Participation rate | 97.8% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -10.50% | -5.97%-4.5pp | 572.05%-582.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,158 | $3,381-65.8% | $4,814-75.9% | $2,596-55.4% |
| Participant deferral / active EE | $2,284 | $6,110-62.6% | $7,446-69.3% | $4,027-43.3% |
| Admin fee / account holder | $160 | $6,275-97.4% | $10,010-98.4% | $5,403-97.0% |