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 6-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 Filed as: EDWARD D JONES & CO L.P, Service code 26 · EIN 43-0345811 | Advisory (Participants) | $12,338 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,064 |
Filed as: WILSHIRE ASSOCAITES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $493 |
Filed as: TRANSAMERICA LIFE INSURANNCE COMPAN Service code 15 · EIN 39-0989781 | Recordkeeping | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,729 | $86,655-55.3% | $119,609-67.6% | $66,914-42.1% |
| Participation rate | 60.0% | 75.6%-15.6pp | 79.3%-19.3pp | 69.8%-9.8pp |
| Annual return | -4.85% | -8.00%+3.2pp | -14.97%+10.1pp | 1.58%-6.4pp |
| Employer contribution / active EE | $2,527 | $2,536-0.3% | $4,232-40.3% | $2,544-0.7% |
| Participant deferral / active EE | $4,496 | $4,358+3.2% | $5,602-19.8% | $4,237+6.1% |
| Admin fee / account holder | $270 | $755-64.2% | $10,323-97.4% | $593-54.5% |