Filed May 5, 2025 (most recent of 7 filings on file)
Total covered: 17 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $27,898 |
METRO BENEFITS, INC.1 year Filed as: METRO BENEFITS INC Service code 13 · EIN 25-1541083 | Contract Administrator | $9,296 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,047 | $64,119-32.9% | $112,228-61.6% | $66,914-35.7% |
| Participation rate | 86.8% | 68.5%+18.3pp | 75.1%+11.7pp | 69.8%+17.0pp |
| Annual return | -14.42% | -13.81%-0.6pp | 27.45%-41.9pp | 1.58%-16.0pp |
| Employer contribution / active EE | $3,419 | $3,005+13.8% | $3,635-5.9% | $2,544+34.4% |
| Participant deferral / active EE | $2,267 | $3,693-38.6% | $4,728-52.1% | $4,237-46.5% |
| Admin fee / account holder | $168 | $625-73.2% | $6,410-97.4% | $593-71.7% |