Filed April 29, 2020
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3+ years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,238 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,700 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $579 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,808 | $49,451-66.0% | $79,550-78.9% | $66,914-74.9% |
| Participation rate | 74.7% | 61.3%+13.4pp | 69.5%+5.2pp | 69.8%+4.9pp |
| Annual return | -16.17% | 84.25%-100.4pp | 0.16%-16.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,926 | $3,159-7.4% | $3,985-26.6% | $4,237-31.0% |
| Admin fee / account holder | $175 | $595-70.6% | $6,832-97.4% | $593-70.6% |