See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
WARREN AVERETT, LLC1 year Filed as: WARREN FABRICATING CORPORATION Service code 99 3240 MAHONING AVE · WARREN, OH 44483 | Other Fees | $33,988 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $825 |
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 | $72,023 | $60,165+19.7% | $74,183-2.9% | $55,167+30.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.62% | 10.00%-3.4pp | 17.74%-11.1pp | 169.23%-162.6pp |
| Employer contribution / active EE | $3,332 | $1,600+108.3% | $2,370+40.6% | $1,963+69.8% |
| Participant deferral / active EE | $3,555 | $2,973+19.6% | $3,550+0.1% | $3,054+16.4% |
| Admin fee / account holder | $220 | $419-47.5% | $5,586-96.1% | $504-56.3% |