Filed October 21, 2021
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 |
|---|---|---|
ASCENSUS LLC3 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 W CAPITOL DR STE 200 · BROOKFIELD, WI 53045 | Advisory (Plan) | $80,177 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $70,198 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,029 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $126,164 | $48,261+161.4% | $68,793+83.4% | $55,725+126.4% |
| Participation rate | 99.5% | 71.0%+28.4pp | 72.2%+27.3pp | 70.9%+28.6pp |
| Annual return | -4.92% | -2.61%-2.3pp | -4.63%-0.3pp | 244.93%-249.8pp |
| Employer contribution / active EE | $9,180 | $1,742+426.9% | $2,625+249.7% | $2,078+341.7% |
| Participant deferral / active EE | $4,427 | $2,712+63.3% | $3,311+33.7% | $3,356+31.9% |
| Admin fee / account holder | $324 | $126+157.2% | $5,131-93.7% | $115+181.7% |