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 JONES2+ years Service code 49 · EIN 43-0345811 | Other Services | $9,600 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,078 |
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 | $37,681 | $42,546-11.4% | $71,796-47.5% | $55,167-31.7% |
| Participation rate | 75.7% | 59.1%+16.5pp | 69.1%+6.5pp | 69.0%+6.7pp |
| Annual return | 9.14% | 12.36%-3.2pp | 78.04%-68.9pp | 169.23%-160.1pp |
| Employer contribution / active EE | $2,432 | $803+202.8% | $1,924+26.4% | $1,963+23.9% |
| Participant deferral / active EE | $4,699 | $2,064+127.6% | $2,794+68.2% | $3,054+53.9% |
| Admin fee / account holder | $22 | $650-96.7% | $4,815-99.6% | $504-95.7% |