Filed June 21, 2019
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 |
|---|---|---|
EDWARD JONES4 years Service code 15 · EIN 43-0345811 | Recordkeeping | $31,722 |
Service code 15 · EIN 36-3429599 | Recordkeeping | $14,949 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,664 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,149 | $88,122-20.4% | $141,162-50.3% | $67,579+3.8% |
| Participation rate | 93.1% | 76.5%+16.6pp | 82.5%+10.6pp | 71.3%+21.8pp |
| Annual return | 27.36% | 75.40%-48.0pp | 71.39%-44.0pp | 378.56%-351.2pp |
| Employer contribution / active EE | $2,731 | $3,224-15.3% | $4,735-42.3% | $2,148+27.2% |
| Participant deferral / active EE | $8,562 | $5,958+43.7% | $6,709+27.6% | $3,539+141.9% |
| Admin fee / account holder | $13 | $131-90.0% | $10,261-99.9% | $142-90.8% |