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 LP Service code 27 · EIN 43-0345811 | Advisory (Plan) | $28,044 |
METRO BENEFITS, INC.2 years Filed as: METRO BENEFITS INC Service code 13 · EIN 25-1541083 | Contract Administrator | $10,257 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,541 | $76,670-36.7% | $96,683-49.8% | $71,457-32.1% |
| Participation rate | 89.5% | 66.6%+22.9pp | 74.3%+15.2pp | 67.9%+21.6pp |
| Annual return | 15.80% | 48.29%-32.5pp | 35.69%-19.9pp | 28.85%-13.1pp |
| Employer contribution / active EE | $3,776 | $3,031+24.5% | $3,737+1.0% | $2,588+45.9% |
| Participant deferral / active EE | $2,409 | $3,771-36.1% | $4,878-50.6% | $4,289-43.8% |
| Admin fee / account holder | $197 | $2,028-90.3% | $6,730-97.1% | $1,587-87.6% |