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) | $7,179 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO(USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,464 | $30,086+7.9% | $61,373-47.1% | $64,808-49.9% |
| Participation rate | 14.0% | 36.4%-22.3pp | 52.6%-38.5pp | 71.5%-57.4pp |
| Annual return | -15.09% | -13.99%-1.1pp | 338.61%-353.7pp | 32.82%-47.9pp |
| Employer contribution / active EE | $255 | $536-52.4% | $1,159-78.0% | $2,506-89.8% |
| Participant deferral / active EE | $461 | $1,126-59.0% | $2,125-78.3% | $4,310-89.3% |
| Admin fee / account holder | $54 | $148-63.6% | $2,130-97.5% | $188-71.3% |