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 JONES3 years Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $40,652 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $10,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,920 |
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 | $76,371 | $63,114+21.0% | $92,893-17.8% | $65,185+17.2% |
| Participation rate | 96.6% | 68.8%+27.8pp | 76.0%+20.6pp | 70.2%+26.4pp |
| Annual return | 19.55% | 28.75%-9.2pp | 109.41%-89.9pp | 29.38%-9.8pp |
| Employer contribution / active EE | $3,743 | $2,571+45.6% | $3,653+2.5% | $2,177+72.0% |
| Participant deferral / active EE | $8,527 | $3,108+174.3% | $4,236+101.3% | $3,514+142.7% |
| Admin fee / account holder | $234 | $624-62.4% | $5,794-96.0% | $847-72.4% |