Filed July 6, 2017 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $143,627 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $49,806 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $10,721 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,406 | $72,066-37.0% | $81,930-44.6% | $90,288-49.7% |
| Participation rate | 81.6% | 78.9%+2.7pp | 72.0%+9.7pp | 73.4%+8.3pp |
| Annual return | 20.36% | 15.92%+4.4pp | 29.49%-9.1pp | 53.97%-33.6pp |
| Employer contribution / active EE | $1,443 | $2,335-38.2% | $4,310-66.5% | $2,524-42.8% |
| Participant deferral / active EE | $2,328 | $3,557-34.6% | $7,107-67.2% | $4,232-45.0% |
| Admin fee / account holder | $143 | $92+54.2% | $5,158-97.2% | $114+25.0% |