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) | $13,882 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,876 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $555 |
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 | $26,352 | $65,390-59.7% | $169,368-84.4% | $71,457-63.1% |
| Participation rate | 59.6% | 67.0%-7.4pp | 77.1%-17.6pp | 67.9%-8.3pp |
| Annual return | 27.14% | 21.31%+5.8pp | 405.60%-378.5pp | 28.85%-1.7pp |
| Employer contribution / active EE | $2,383 | $2,079+14.6% | $4,013-40.6% | $2,588-7.9% |
| Participant deferral / active EE | $4,333 | $4,367-0.8% | $6,221-30.3% | $4,289+1.0% |
| Admin fee / account holder | $198 | $1,324-85.1% | $9,003-97.8% | $1,587-87.5% |