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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,875 |
Service code 13 · EIN 71-1039549 | Contract Administrator | $5,300 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,482 | $85,135-75.9% | $98,907-79.3% | $73,409-72.1% |
| Participation rate | 60.1% | 81.1%-21.1pp | 76.0%-16.0pp | 72.2%-12.1pp |
| Annual return | 15.61% | 19.14%-3.5pp | 196.43%-180.8pp | 59.29%-43.7pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,004 | $4,349-76.9% | $4,244-76.3% | $3,805-73.6% |
| Admin fee / account holder | $146 | $139+5.2% | $6,642-97.8% | $158-7.2% |