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 |
|---|---|---|
EDWARD JONES4 years Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $25,898 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,121 |
PINNACLE PENSION SERVICES5 years Service code 13 · EIN 82-0433443 3101 W MAIN ST, STE 100 · BOISE, ID 83702 | Contract Administrator | $16,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,094 | $50,982-42.9% | $154,803-81.2% | $85,563-66.0% |
| Participation rate | 51.1% | 59.8%-8.6pp | 78.1%-26.9pp | 66.0%-14.8pp |
| Annual return | 20.43% | 30.35%-9.9pp | 58.88%-38.5pp | 31.51%-11.1pp |
| Employer contribution / active EE | $1,192 | $1,708-30.2% | $4,305-72.3% | $2,654-55.1% |
| Participant deferral / active EE | $2,516 | $2,474+1.7% | $5,540-54.6% | $4,375-42.5% |
| Admin fee / account holder | $188 | $846-77.8% | $14,329-98.7% | $834-77.5% |