Filed July 13, 2023
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 |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC11+ years Filed as: SANDHILL INVESTMENT MANAGEMENT Service code 27 · EIN 20-0444918 | Advisory (Plan) | $190,176 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,885 |
JEFFREY L. OFFHAUS CPA, LLC7 years Service code 10 · EIN 20-2368569 | Accounting | $13,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,850 | $56,102+88.7% | $101,794+4.0% | $102,872+2.9% |
| Participation rate | 51.8% | 70.4%-18.5pp | 69.2%-17.3pp | 73.0%-21.2pp |
| Annual return | 15.48% | 14.06%+1.4pp | 30.53%-15.0pp | 19.06%-3.6pp |
| Employer contribution / active EE | $619 | $1,380-55.2% | $2,289-73.0% | $3,526-82.5% |
| Participant deferral / active EE | $4,773 | $2,801+70.4% | $4,084+16.9% | $5,535-13.8% |
| Admin fee / account holder | $115 | $262-56.2% | $8,777-98.7% | $292-60.7% |