Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
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 |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $174,575 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Other investment fees and expenses; F... | $5,344 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $168,405 | $135,240+24.5% | $169,993-0.9% | $96,393+74.7% |
| Participation rate | 96.4% | 86.5%+9.9pp | 87.0%+9.4pp | 71.3%+25.1pp |
| Annual return | 19.71% | 22.04%-2.3pp | 53.37%-33.7pp | 22.88%-3.2pp |
| Employer contribution / active EE | $1,663 | $5,029-66.9% | $6,785-75.5% | $3,238-48.6% |
| Participant deferral / active EE | $6,746 | $8,138-17.1% | $10,408-35.2% | $5,455+23.7% |
| Admin fee / account holder | $0 | $85-99.9% | $12,815-100.0% | $74-99.9% |