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 JONES2 years Service code 27 526 FRANKLIN ST · NATCHEZ, MS 391203321 | Advisory (Plan) | $14,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,813 | $51,288-63.3% | $81,983-77.1% | $73,409-74.4% |
| Participation rate | 19.5% | 64.0%-44.5pp | 69.2%-49.7pp | 72.2%-52.6pp |
| Annual return | 18.01% | 29.48%-11.5pp | 41.31%-23.3pp | 59.29%-41.3pp |
| Employer contribution / active EE | $227 | $1,487-84.7% | $2,498-90.9% | $2,234-89.8% |
| Participant deferral / active EE | $940 | $2,715-65.4% | $3,722-74.8% | $3,805-75.3% |
| Admin fee / account holder | $158 | $125+25.8% | $5,664-97.2% | $158-0.2% |