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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 JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $30,109 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,721 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,381 | $65,061+8.2% | $143,757-51.0% | $66,914+5.2% |
| Participation rate | 72.7% | 65.2%+7.5pp | 80.3%-7.6pp | 69.8%+2.9pp |
| Annual return | -9.01% | -11.14%+2.1pp | -0.04%-9.0pp | 1.58%-10.6pp |
| Employer contribution / active EE | $3,598 | $2,361+52.4% | $4,951-27.3% | $2,544+41.4% |
| Participant deferral / active EE | $5,445 | $2,919+86.5% | $5,637-3.4% | $4,237+28.5% |
| Admin fee / account holder | $631 | $502+25.6% | $14,673-95.7% | $593+6.3% |