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 15 · EIN 35-0145825 | Recordkeeping | $26,571 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $23,309 |
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 | $77,940 | $89,652-13.1% | $141,162-44.8% | $65,185+19.6% |
| Participation rate | 78.5% | 74.7%+3.8pp | 82.5%-4.0pp | 70.2%+8.3pp |
| Annual return | 22.05% | 32.79%-10.7pp | 71.39%-49.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $3,832 | $3,065+25.0% | $4,735-19.1% | $2,177+76.0% |
| Participant deferral / active EE | $7,999 | $5,691+40.5% | $6,709+19.2% | $3,514+127.6% |
| Admin fee / account holder | $215 | $569-62.3% | $10,261-97.9% | $847-74.7% |