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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.
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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 JONES11+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $28,391 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $15,537 |
Filed as: BROCKWAY,GERSBACH,FRANKLIN&NIEMEIER Service code 10 · EIN 74-2531836 | Accounting | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,508 | $108,549-40.6% | $156,263-58.7% | $85,563-24.6% |
| Participation rate | 60.7% | 77.1%-16.4pp | 78.9%-18.2pp | 66.0%-5.2pp |
| Annual return | 14.91% | 21.79%-6.9pp | 59.47%-44.6pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,143 | $2,690-57.5% | $4,333-73.6% | $2,654-56.9% |
| Participant deferral / active EE | $2,285 | $4,800-52.4% | $6,158-62.9% | $4,375-47.8% |
| Admin fee / account holder | $311 | $650-52.2% | $14,255-97.8% | $834-62.8% |