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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.
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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 Service code 27 · EIN 43-1591643 5150 EAST MAIN STREET, SUITE 112 · FARMINTON, NM 87402 | Advisory (Plan) | $22,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,712 | $64,119-75.5% | $112,228-86.0% | $66,914-76.5% |
| Participation rate | 87.5% | 68.5%+19.0pp | 75.1%+12.4pp | 69.8%+17.7pp |
| Annual return | -12.87% | -13.81%+0.9pp | 27.45%-40.3pp | 1.58%-14.4pp |
| Employer contribution / active EE | $2,717 | $3,005-9.6% | $3,635-25.2% | $2,544+6.8% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $241 | $625-61.4% | $6,410-96.2% | $593-59.3% |