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 5-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 |
|---|---|---|
ROY & ASSOCIATES1 year Filed as: ROY CHENEVERT DBA ROY CHENEVERT CPA Service code 10 14635 S HARRELLS FERRY RD STE 2B · BATON ROUGE, LA 70816 | Accounting | $12,144 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,317 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $891 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,838 | $60,165-72.0% | $74,183-77.3% | $55,167-69.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 3.11% | 10.00%-6.9pp | 17.74%-14.6pp | 169.23%-166.1pp |
| Employer contribution / active EE | $900 | $1,600-43.7% | $2,370-62.0% | $1,963-54.1% |
| Participant deferral / active EE | $1,719 | $2,973-42.2% | $3,550-51.6% | $3,054-43.7% |
| Admin fee / account holder | $87 | $419-79.3% | $5,586-98.4% | $504-82.8% |