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 |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $10,727 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $533 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,657 | $63,442-46.9% | $68,791-51.1% | $66,914-49.7% |
| Participation rate | 85.8% | 60.0%+25.9pp | 69.0%+16.8pp | 69.8%+16.0pp |
| Annual return | -14.70% | -8.29%-6.4pp | -6.38%-8.3pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,770 | $1,775-0.3% | $2,655-33.3% | $2,544-30.4% |
| Participant deferral / active EE | $4,080 | $2,945+38.6% | $3,941+3.5% | $4,237-3.7% |
| Admin fee / account holder | $201 | $577-65.2% | $4,932-95.9% | $593-66.1% |