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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.
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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 |
|---|---|---|
MERCER5 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $39,256 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $13,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,122 | $119,446-8.6% | $150,045-27.3% | $85,563+27.5% |
| Participation rate | 56.8% | 75.4%-18.6pp | 82.3%-25.5pp | 66.0%-9.1pp |
| Annual return | 15.36% | 23.72%-8.4pp | 62.55%-47.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $1,840 | $4,078-54.9% | $4,693-60.8% | $2,654-30.7% |
| Participant deferral / active EE | $5,797 | $7,985-27.4% | $7,997-27.5% | $4,375+32.5% |
| Admin fee / account holder | $93 | $548-83.0% | $13,435-99.3% | $834-88.9% |