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 JONES3+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $15,190 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,505 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,552 | $80,753-59.7% | $136,294-76.1% | $62,292-47.7% |
| Participation rate | 72.4% | 73.5%-1.1pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 22.12% | 35.83%-13.7pp | 5155.94%-5133.8pp | 28.90%-6.8pp |
| Employer contribution / active EE | $1,557 | $2,884-46.0% | $4,695-66.8% | $2,042-23.8% |
| Participant deferral / active EE | $3,209 | $5,164-37.9% | $6,247-48.6% | $3,169+1.2% |
| Admin fee / account holder | $67 | $525-87.3% | $9,243-99.3% | $479-86.1% |