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: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $55,441 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $615 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,850 | $88,890-2.3% | $102,423-15.2% | $77,643+11.9% |
| Participation rate | 74.9% | 80.9%-6.0pp | 76.5%-1.5pp | 70.6%+4.4pp |
| Annual return | 14.30% | 24.98%-10.7pp | 29.32%-15.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,925 | $2,698-28.7% | $3,023-36.3% | $2,726-29.4% |
| Participant deferral / active EE | $6,643 | $5,145+29.1% | $5,053+31.5% | $4,647+42.9% |
| Admin fee / account holder | $127 | $235-46.0% | $9,451-98.7% | $430-70.5% |