Filed April 29, 2024 (most recent of 7 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 |
|---|---|---|
DEMARCHE ASSOCIATES, INC.2+ years Service code 27 6320 LAMAR AVE · OVERLAND PARK, KS 66202 | Advisory (Plan) | $118,564 |
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $107,850 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $95,152 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $68,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,884 | $82,279+62.7% | $77,999+71.6% | $63,975+109.3% |
| Participation rate | 88.4% | 84.7%+3.7pp | 75.5%+12.8pp | 71.1%+17.2pp |
| Annual return | 12.59% | 11.20%+1.4pp | 425.96%-413.4pp | 48.65%-36.1pp |
| Employer contribution / active EE | $13,570 | $3,297+311.6% | $2,470+449.4% | $2,182+522.0% |
| Participant deferral / active EE | $14,244 | $4,538+213.8% | $3,497+307.3% | $3,356+324.4% |
| Admin fee / account holder | $66 | $81-19.1% | $5,480-98.8% | $70-6.5% |