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 9-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,590 |
Filed as: RT JONES CAPITAL EQUITIES MGMT INC. Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,992 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,830 | $62,127-3.7% | $81,382-26.5% | $74,495-19.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 11.61% | 16.48%-4.9pp | 24.73%-13.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,250 | $1,882+19.5% | $2,463-8.7% | $2,623-14.2% |
| Participant deferral / active EE | $3,493 | $3,229+8.2% | $3,883-10.0% | $4,346-19.6% |
| Admin fee / account holder | $38 | $1,934-98.0% | $5,768-99.3% | $1,942-98.1% |