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 |
|---|---|---|
Filed as: J P MORGAN BROKER-DEALER HOLDINGS I Service code 27 PO BOX 681131 · CHICAGO, IL 60695 | Advisory (Plan) | $10,204 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,975 | $52,293-52.2% | $178,490-86.0% | $73,409-66.0% |
| Participation rate | 85.5% | 65.3%+20.2pp | 81.9%+3.6pp | 72.2%+13.4pp |
| Annual return | 17.05% | 34.75%-17.7pp | 151.07%-134.0pp | 59.29%-42.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,060 | $2,332-11.7% | $5,202-60.4% | $3,805-45.9% |
| Admin fee / account holder | $16 | $127-87.4% | $13,984-99.9% | $158-89.8% |