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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $67,257 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,446 | $88,890-30.9% | $102,423-40.0% | $77,643-20.9% |
| Participation rate | 99.0% | 80.9%+18.0pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 12.30% | 24.98%-12.7pp | 29.32%-17.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $2,718 | $2,698+0.8% | $3,023-10.1% | $2,726-0.3% |
| Participant deferral / active EE | $2,522 | $5,145-51.0% | $5,053-50.1% | $4,647-45.7% |
| Admin fee / account holder | $178 | $235-24.2% | $9,451-98.1% | $430-58.5% |