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. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,798 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $11,640 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
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 | $19,433 | $47,922-59.4% | $75,886-74.4% | $65,185-70.2% |
| Participation rate | 97.8% | 63.0%+34.8pp | 69.3%+28.6pp | 70.2%+27.6pp |
| Annual return | 22.93% | 24.12%-1.2pp | 30.76%-7.8pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,979 | $1,557+27.1% | $2,500-20.8% | $2,177-9.1% |
| Participant deferral / active EE | $2,468 | $2,550-3.2% | $3,603-31.5% | $3,514-29.8% |
| Admin fee / account holder | $209 | $532-60.7% | $5,418-96.1% | $847-75.3% |