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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 JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $17,836 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,812 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,865 | $50,175-38.5% | $99,443-69.0% | $65,185-52.6% |
| Participation rate | 72.6% | 68.4%+4.2pp | 73.8%-1.2pp | 70.2%+2.4pp |
| Annual return | 19.40% | 25.36%-6.0pp | 30.72%-11.3pp | 29.38%-10.0pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,622 | $2,748-41.0% | $3,619-55.2% | $3,514-53.8% |
| Admin fee / account holder | $106 | $398-73.3% | $6,250-98.3% | $847-87.5% |