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 |
|---|---|---|
SUNWEST PENSIONS5+ years Service code 16 · EIN 86-0922116 | Consulting | $16,243 |
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $14,360 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $6,973 |
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 | $28,649 | $49,138-41.7% | $84,015-65.9% | $65,185-56.0% |
| Participation rate | 72.1% | 60.7%+11.4pp | 69.0%+3.1pp | 70.2%+1.9pp |
| Annual return | 26.18% | 23.00%+3.2pp | 71.31%-45.1pp | 29.38%-3.2pp |
| Employer contribution / active EE | $253 | $914-72.3% | $1,983-87.2% | $2,177-88.4% |
| Participant deferral / active EE | $3,609 | $2,397+50.5% | $3,239+11.4% | $3,514+2.7% |
| Admin fee / account holder | $145 | $543-73.2% | $6,101-97.6% | $847-82.8% |