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 |
|---|---|---|
CONTRACT ADMINISTRATOR1 year Filed as: CONTRACT PHARMACAL CORP Service code 99 165 OSER AVE · HAUPPAUGE, NY 11788 | Other Fees | $72,744 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $690 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,501 | $92,055-37.5% | $106,213-45.9% | $77,643-25.9% |
| Participation rate | 94.3% | 81.0%+13.3pp | 75.3%+19.1pp | 70.6%+23.8pp |
| Annual return | 13.18% | 17.91%-4.7pp | 116.14%-103.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,674 | $3,367-50.3% | $3,171-47.2% | $2,726-38.6% |
| Participant deferral / active EE | $5,281 | $5,386-1.9% | $5,016+5.3% | $4,647+13.6% |
| Admin fee / account holder | $176 | $219-19.6% | $11,033-98.4% | $430-59.1% |