Filed April 22, 2025 (most recent of 4 filings on file)
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 10-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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $546,853 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $2,505 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Shareholder servicing fees; Distribut... | $781 |
Filed as: J.P.MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,794 | $329,111-95.2% | $108,745-85.5% | $329,111-95.2% |
| Participation rate | 65.4% | 67.9%-2.5pp | 77.7%-12.3pp | 67.9%-2.5pp |
| Annual return | 7.47% | 16.35%-8.9pp | 46.22%-38.8pp | 16.35%-8.9pp |
| Employer contribution / active EE | $457 | $2,303-80.2% | $3,323-86.3% | $2,303-80.2% |
| Participant deferral / active EE | $1,023 | $3,682-72.2% | $5,121-80.0% | $3,682-72.2% |
| Admin fee / account holder | $47 | $754-93.8% | $6,144-99.2% | $754-93.8% |