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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 Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $27,523 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,958 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,907 | $82,917-62.7% | $103,333-70.1% | $77,643-60.2% |
| Participation rate | 59.1% | 71.6%-12.5pp | 74.5%-15.4pp | 70.6%-11.5pp |
| Annual return | 37.77% | 19.13%+18.6pp | 24.88%+12.9pp | 31.24%+6.5pp |
| Employer contribution / active EE | $1,762 | $3,552-50.4% | $3,868-54.4% | $2,726-35.3% |
| Participant deferral / active EE | $2,997 | $4,108-27.1% | $5,057-40.7% | $4,647-35.5% |
| Admin fee / account holder | $298 | $638-53.2% | $8,355-96.4% | $430-30.7% |