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 |
|---|---|---|
SVA CERTIFIED PUBLIC ACCOUNTANTS4+ years Filed as: SVA CERTIFIED PUBLIC ACCOUNTANTS, S Service code 10 1221 JOHN Q HAMMONS DR · MADISON, WI 537444968 | Accounting | $7,425 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,360 |
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 | $32,750 | $48,576-32.6% | $169,463-80.7% | $56,287-41.8% |
| Participation rate | 90.0% | 65.8%+24.2pp | 77.8%+12.2pp | 69.9%+20.1pp |
| Annual return | -7.04% | -2.51%-4.5pp | 1.83%-8.9pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,037 | $1,559-33.5% | $4,159-75.1% | $2,111-50.9% |
| Participant deferral / active EE | $3,040 | $3,275-7.2% | $5,277-42.4% | $3,350-9.2% |
| Admin fee / account holder | $35 | $435-92.0% | $9,109-99.6% | $521-93.3% |