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 | $15,568 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $2,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,546 | $79,171-8.4% | $102,423-29.2% | $74,495-2.6% |
| Participation rate | 83.0% | 74.8%+8.2pp | 76.5%+6.5pp | 67.2%+15.8pp |
| Annual return | 18.00% | 54.93%-36.9pp | 29.32%-11.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $1,666 | $2,362-29.5% | $3,023-44.9% | $2,623-36.5% |
| Participant deferral / active EE | $6,034 | $4,415+36.7% | $5,053+19.4% | $4,346+38.9% |
| Admin fee / account holder | $137 | $2,001-93.2% | $9,451-98.6% | $1,942-93.0% |