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 JONES9+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $30,111 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $19,117 |
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 | $89,688 | $51,315+74.8% | $95,745-6.3% | $71,457+25.5% |
| Participation rate | 95.0% | 63.0%+32.0pp | 72.3%+22.8pp | 67.9%+27.1pp |
| Annual return | 19.78% | 25.26%-5.5pp | 28.35%-8.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,450 | $1,819+34.7% | $2,835-13.6% | $2,588-5.3% |
| Participant deferral / active EE | $10,919 | $3,358+225.2% | $4,245+157.3% | $4,289+154.6% |
| Admin fee / account holder | $263 | $1,137-76.9% | $5,678-95.4% | $1,587-83.5% |