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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 |
|---|---|---|
EDWARD JONES6 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $44,699 |
NWPS2 years Service code 37 · EIN 91-2090931 | Loan Processing | $15,709 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,283 | $82,202-31.5% | $125,339-55.1% | $64,808-13.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 82.4%-19.9pp | 71.5%-9.0pp |
| Annual return | -17.50% | 3.48%-21.0pp | 572.05%-589.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $3,738 | $3,615+3.4% | $4,814-22.4% | $2,506+49.2% |
| Participant deferral / active EE | $4,862 | $7,175-32.2% | $7,446-34.7% | $4,310+12.8% |
| Admin fee / account holder | $419 | $163+156.7% | $10,010-95.8% | $188+123.2% |