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 JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $22,765 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,804 |
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 | $44,680 | $64,286-30.5% | $90,951-50.9% | $73,409-39.1% |
| Participation rate | 93.5% | 63.6%+29.9pp | 69.0%+24.5pp | 72.2%+21.3pp |
| Annual return | 14.15% | 21.45%-7.3pp | 134.60%-120.5pp | 59.29%-45.1pp |
| Employer contribution / active EE | $1,133 | $895+26.6% | $2,122-46.6% | $2,234-49.3% |
| Participant deferral / active EE | $4,037 | $2,453+64.6% | $3,373+19.7% | $3,805+6.1% |
| Admin fee / account holder | $92 | $287-68.1% | $5,959-98.5% | $158-42.0% |