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 JONES2 years Filed as: EDWARD D. JONES AND CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $54,532 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,453 |
RETIREMENT PLANNING SERVICES, INC.4 years Service code 12 · EIN 84-1096179 | Claims processing; Consulting (genera... | $2,491 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $513 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,151 | $84,487+118.0% | $125,339+46.9% | $66,914+175.2% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+10.9pp | 69.8%+23.5pp |
| Annual return | -16.57% | -8.39%-8.2pp | 572.05%-588.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $9,510 | $3,553+167.7% | $4,814+97.6% | $2,544+273.8% |
| Participant deferral / active EE | $9,061 | $6,781+33.6% | $7,446+21.7% | $4,237+113.9% |
| Admin fee / account holder | $738 | $685+7.8% | $10,010-92.6% | $593+24.4% |