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 |
|---|---|---|
Filed as: EDWARD D. JONES & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,475 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO(USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,154 | $35,986+11.6% | $77,482-48.2% | $73,488-45.4% |
| Participation rate | 15.5% | 40.8%-25.4pp | 54.2%-38.7pp | 70.7%-55.2pp |
| Annual return | 12.92% | 19.26%-6.3pp | 54.79%-41.9pp | 28.51%-15.6pp |
| Employer contribution / active EE | $319 | $557-42.7% | $986-67.6% | $2,270-85.9% |
| Participant deferral / active EE | $564 | $1,198-52.9% | $1,861-69.7% | $3,740-84.9% |
| Admin fee / account holder | $55 | $466-88.1% | $2,858-98.1% | $513-89.2% |