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 |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $28,591 |
NOVA 401(K) ASSOCIATES2 years Service code 13 | Contract Administrator | $2,720 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,459 | $79,171-36.3% | $102,423-50.7% | $74,495-32.3% |
| Participation rate | 73.8% | 74.8%-1.0pp | 76.5%-2.6pp | 67.2%+6.6pp |
| Annual return | 13.51% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,199 | $2,362-6.9% | $3,023-27.3% | $2,623-16.2% |
| Participant deferral / active EE | $3,786 | $4,415-14.3% | $5,053-25.1% | $4,346-12.9% |
| Admin fee / account holder | $414 | $2,001-79.3% | $9,451-95.6% | $1,942-78.7% |