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 49 · EIN 43-0345811 | Other Services | $13,089 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,013 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,532 | $63,924-38.2% | $108,579-63.6% | $55,167-28.3% |
| Participation rate | 40.1% | 74.3%-34.2pp | 79.6%-39.5pp | 69.0%-28.9pp |
| Annual return | 6.17% | 15.31%-9.1pp | -51.70%+57.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $224 | $1,879-88.1% | $3,758-94.0% | $1,963-88.6% |
| Participant deferral / active EE | $2,291 | $3,067-25.3% | $4,311-46.8% | $3,054-25.0% |
| Admin fee / account holder | $88 | $618-85.7% | $7,645-98.8% | $504-82.5% |