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 JONES1 year Service code 27 600 S. CHERRY ST. · GLENDALE, CO 80246 | Advisory (Plan) | $45,706 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $40,645 |
RETIREMENT PLANNING SERVICES, INC.1 year Service code 12 · EIN 84-1096179 | Claims processing; Other services; Co... | $1,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $147,027 | $89,652+64.0% | $141,162+4.2% | $65,185+125.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 21.13% | 32.79%-11.7pp | 71.39%-50.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $8,503 | $3,065+177.4% | $4,735+79.6% | $2,177+290.6% |
| Participant deferral / active EE | $7,510 | $5,691+32.0% | $6,709+11.9% | $3,514+113.7% |
| Admin fee / account holder | $667 | $569+17.3% | $10,261-93.5% | $847-21.3% |