Filed April 23, 2024 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $291,874 |
Filed as: FIDELITY INVESTMETN INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPM DIVRSD RL RT R5 Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,747 | $49,270-13.2% | $156,549-72.7% | $329,111-87.0% |
| Participation rate | 76.6% | 68.1%+8.5pp | 84.0%-7.4pp | 67.9%+8.8pp |
| Annual return | 10.26% | 23.25%-13.0pp | 32.23%-22.0pp | 16.35%-6.1pp |
| Employer contribution / active EE | $1,676 | $1,534+9.2% | $5,501-69.5% | $2,303-27.2% |
| Participant deferral / active EE | $316 | $2,920-89.2% | $4,871-93.5% | $3,682-91.4% |
| Admin fee / account holder | $15 | $51-69.4% | $13,027-99.9% | $754-98.0% |