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 37 · EIN 35-0145825 | Loan Processing | $32,293 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $31,360 |
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 | $94,808 | $99,957-5.2% | $149,696-36.7% | $73,488+29.0% |
| Participation rate | 80.9% | 75.7%+5.2pp | 82.5%-1.6pp | 70.7%+10.2pp |
| Annual return | 22.41% | 53.87%-31.5pp | 276.60%-254.2pp | 28.51%-6.1pp |
| Employer contribution / active EE | $3,928 | $3,191+23.1% | $4,644-15.4% | $2,270+73.0% |
| Participant deferral / active EE | $8,608 | $6,073+41.8% | $6,842+25.8% | $3,740+130.2% |
| Admin fee / account holder | $245 | $551-55.5% | $9,309-97.4% | $513-52.2% |