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 JONES1 year Filed as: EDWARD D. JONES & CO. , L.P. Service code 26 · EIN 43-0345811 5194 REIDSVILLE RD · WALKERTOWN, NC 27051 | Advisory (Participants) | $19,527 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,116 |
Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $302 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,530 | $62,132-21.9% | $185,823-73.9% | $73,488-34.0% |
| Participation rate | 96.7% | 67.8%+28.9pp | 78.0%+18.7pp | 70.7%+26.0pp |
| Annual return | 21.28% | 20.44%+0.8pp | 35.95%-14.7pp | 28.51%-7.2pp |
| Employer contribution / active EE | $4,528 | $1,681+169.3% | $4,087+10.8% | $2,270+99.5% |
| Participant deferral / active EE | $6,150 | $3,711+65.7% | $5,632+9.2% | $3,740+64.4% |
| Admin fee / account holder | $158 | $419-62.4% | $9,500-98.3% | $513-69.3% |