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 7-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 Service code 26 · EIN 43-0345811 | Advisory (Participants) | $23,364 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,314 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $935 |
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 | $38,196 | $73,360-47.9% | $177,989-78.5% | $74,495-48.7% |
| Participation rate | 62.2% | 66.6%-4.5pp | 77.1%-14.9pp | 67.2%-5.0pp |
| Annual return | 32.61% | 17.49%+15.1pp | 294.48%-261.9pp | 1364.94%-1332.3pp |
| Employer contribution / active EE | $2,480 | $2,216+11.9% | $3,949-37.2% | $2,623-5.4% |
| Participant deferral / active EE | $4,702 | $4,513+4.2% | $6,276-25.1% | $4,346+8.2% |
| Admin fee / account holder | $218 | $1,808-87.9% | $10,363-97.9% | $1,942-88.8% |