Filed October 5, 2020 (most recent of 2 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 9-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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $37,770 |
CFM ADVISORS2 years Service code 27 1800 WALT WHITMAN ROAD · MELLVILLE, NY 11747 | Advisory (Plan) | $3,777 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,087 | $55,472+67.8% | $155,567-40.2% | $74,546+24.9% |
| Participation rate | 91.7% | 61.9%+29.8pp | 78.2%+13.5pp | 67.2%+24.5pp |
| Annual return | 12.99% | 268.72%-255.7pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $4,970 | $2,269+119.1% | $4,674+6.3% | $2,624+89.4% |
| Participant deferral / active EE | $10,056 | $2,838+254.4% | $5,628+78.7% | $4,347+131.3% |
| Admin fee / account holder | $200 | $1,743-88.5% | $15,916-98.7% | $1,944-89.7% |