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 9-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 |
|---|---|---|
Service code 27 · EIN 22-3623353 | Advisory (Plan) | $45,373 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,434 |
Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $15,644 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $135,895 | $88,083+54.3% | $164,813-17.5% | $74,495+82.4% |
| Participation rate | 97.8% | 73.0%+24.8pp | 78.6%+19.2pp | 67.2%+30.6pp |
| Annual return | 17.27% | 17.26%0pp | 69.93%-52.7pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $3,613 | $2,593+39.3% | $4,341-16.8% | $2,623+37.7% |
| Participant deferral / active EE | $12,858 | $4,498+185.9% | $6,031+113.2% | $4,346+195.9% |
| Admin fee / account holder | $547 | $2,234-75.5% | $12,690-95.7% | $1,942-71.8% |