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 |
|---|---|---|
Service code 66 | Other insurance wrap fees; Insurance ... | $17,895 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,944 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $2,426 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,232 | $44,960-50.6% | $84,966-73.8% | $74,495-70.2% |
| Participation rate | 78.2% | 49.4%+28.8pp | 67.5%+10.7pp | 67.2%+11.0pp |
| Annual return | 13.49% | 26.24%-12.8pp | 66.38%-52.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $666 | $1,457-54.3% | $2,727-75.6% | $2,623-74.6% |
| Participant deferral / active EE | $1,920 | $2,731-29.7% | $4,519-57.5% | $4,346-55.8% |
| Admin fee / account holder | $67 | $2,209-97.0% | $6,149-98.9% | $1,942-96.5% |