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 7-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 |
|---|---|---|
MURRAY FINANCIAL GROUP4 years Filed as: MURRAY FINANCIAL GROUP LLC DBA JSC Service code 49 · EIN 45-0834412 | Other Services | $22,617 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 13 · EIN 82-3719843 | Contract Administrator | $10,656 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,130 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $1,057 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,778 | $46,292-65.9% | $143,757-89.0% | $64,808-75.7% |
| Participation rate | 24.4% | 64.2%-39.9pp | 80.3%-56.0pp | 71.5%-47.1pp |
| Annual return | 1.86% | -10.05%+11.9pp | -0.04%+1.9pp | 32.82%-31.0pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $527 | $2,646-80.1% | $5,637-90.7% | $4,310-87.8% |
| Admin fee / account holder | $28 | $154-81.6% | $14,673-99.8% | $188-85.0% |