See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,555 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,179 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $38,350 | $58,879-34.9% | $178,490-78.5% | $73,488-47.8% |
| Participation rate | 89.9% | 66.2%+23.7pp | 81.9%+8.0pp | 70.7%+19.2pp |
| Annual return | 13.52% | 24.86%-11.3pp | 151.07%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,734 | $2,236-22.4% | $5,011-65.4% | $2,270-23.6% |
| Participant deferral / active EE | $2,853 | $2,567+11.1% | $5,202-45.2% | $3,740-23.7% |
| Admin fee / account holder | $40 | $400-90.1% | $13,984-99.7% | $513-92.3% |