Filed January 17, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
UHY LLP1+ years Service code 10 PO BOX 8505 · CAROL STREAM, IL 60197 | Accounting | $16,765 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,639 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,832 |
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 | $65,276 | $63,905+2.1% | $74,183-12.0% | $57,658+13.2% |
| Participation rate | 99.7% | 79.8%+19.9pp | 76.6%+23.1pp | 70.2%+29.5pp |
| Annual return | 6.32% | 60.60%-54.3pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $2,154 | $1,840+17.0% | $2,370-9.1% | $1,974+9.1% |
| Participant deferral / active EE | $4,133 | $3,448+19.9% | $3,550+16.4% | $3,061+35.0% |
| Admin fee / account holder | $95 | $91+4.3% | $5,586-98.3% | $95+0.5% |