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 JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $37,406 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $24,931 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,104 | $58,926+32.5% | $97,226-19.7% | $74,495+4.8% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.7%+23.3pp | 67.2%+28.8pp |
| Annual return | 16.80% | 16.04%+0.8pp | 75.13%-58.3pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,611 | $1,894+37.8% | $2,729-4.3% | $2,623-0.5% |
| Participant deferral / active EE | $10,779 | $3,664+194.2% | $4,264+152.8% | $4,346+148.0% |
| Admin fee / account holder | $228 | $1,974-88.5% | $5,654-96.0% | $1,942-88.3% |