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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ERISA, INCORPORATED1+ years Service code 14 · EIN 38-2843844 172 TIMBERWALD TRAIL · JUPITER, FL 33458 | Plan Administrator | $40,194 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-3795042 P.O. BOX 182728 · COLUMBUS, OH 43271 | Bank Trustee | $7,943 |
THE BLANCHARD AGENCY1+ years Service code 22 22955 21 MILE RD · MT CLEMENS, MI 48046 | Insurance Broker | $6,629 |
JAY W. TOWER, ESQ.1+ years Filed as: JAY W. TOWER Service code 29 · EIN 20-1703648 12734 LUDLOW AVENUE · HUNTINGTON WOODS, MI 48070 | Legal | $4,950 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $199,435-100.0% | $186,087-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 37.8%-37.8pp | 48.7%-48.7pp |
| Annual return | 218.33% | -2.05%+220.4pp | -2.13%+220.5pp | -2.16%+220.5pp |
| Employer contribution / active EE | $0 | $44,216-100.0% | $34,127-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $109-100.0% | $131-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,011-100.0% | $941-100.0% | $12,572-100.0% |