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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2+ years Filed as: HUB INTERNATIONAL NORTHEAST LIMITED Service code 16 100 SUNNYSIDE BLVD. · WOODBURY, NY 11797 | Consulting | $15,000 |
JP MORGAN SECURITIES LLC1 year Service code 55 | Other Commissions | $13,099 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL SECURITIES INC Service code 55 55 WALKERS BROOK DR STE 100 · READING, MA 01867 | Other Commissions | $8,368 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,174 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $787 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES Service code 55 PO BOX 681131 · CHICAGO, IL 60695 | Other Commissions | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $149,157 | $87,841+69.8% | $133,980+11.3% | $62,891+137.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.41% | 12.05%-3.6pp | 29.30%-20.9pp | 20.14%-11.7pp |
| Employer contribution / active EE | $18,727 | $3,483+437.7% | $5,211+259.4% | $2,281+721.1% |
| Participant deferral / active EE | $17,613 | $4,812+266.0% | $6,282+180.4% | $3,203+449.9% |
| Admin fee / account holder | $12 | $5,371-99.8% | $9,324-99.9% | $4,296-99.7% |