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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 JONES1 year Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $16,105 |
Filed as: CLEMENTS, PURVIS & STEWART,P.C. Service code 10 · EIN 58-1414947 1201 MADISON AVENUE NORTH · DOUGLAS, GA 31534 | Accounting | $12,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,709 | $59,328+32.7% | $118,925-33.8% | $73,488+7.1% |
| Participation rate | 47.5% | 62.3%-14.8pp | 75.4%-27.9pp | 70.7%-23.1pp |
| Annual return | 27.07% | 19.13%+7.9pp | 35.88%-8.8pp | 28.51%-1.4pp |
| Employer contribution / active EE | $1,454 | $1,803-19.4% | $3,263-55.4% | $2,270-35.9% |
| Participant deferral / active EE | $3,125 | $2,604+20.0% | $4,265-26.7% | $3,740-16.4% |
| Admin fee / account holder | $236 | $600-60.7% | $6,581-96.4% | $513-54.0% |