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 |
|---|---|---|
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $23,441 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $76,151 | $91,517-16.8% | $101,248-24.8% | $73,409+3.7% |
| Participation rate | 53.8% | 73.8%-20.0pp | 75.8%-22.0pp | 72.2%-18.3pp |
| Annual return | 29.52% | 17.17%+12.3pp | 46.47%-17.0pp | 59.29%-29.8pp |
| Employer contribution / active EE | $2,605 | $2,877-9.4% | $3,660-28.8% | $2,234+16.6% |
| Participant deferral / active EE | $3,681 | $3,338+10.3% | $4,370-15.8% | $3,805-3.3% |
| Admin fee / account holder | $110 | $216-49.1% | $5,945-98.2% | $158-30.4% |