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 JONES5+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $20,467 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,310 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $42,986 | $49,138-12.5% | $84,015-48.8% | $65,185-34.1% |
| Participation rate | 88.3% | 60.7%+27.6pp | 69.0%+19.3pp | 70.2%+18.1pp |
| Annual return | 25.82% | 23.00%+2.8pp | 71.31%-45.5pp | 29.38%-3.6pp |
| Employer contribution / active EE | $2,920 | $914+219.6% | $1,983+47.2% | $2,177+34.2% |
| Participant deferral / active EE | $5,607 | $2,397+133.9% | $3,239+73.1% | $3,514+59.6% |
| Admin fee / account holder | $18 | $543-96.7% | $6,101-99.7% | $847-97.9% |