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 |
|---|---|---|
Filed as: JM PENSION ADVISORY INC. Service code 13 · EIN 52-1910770 | Contract Administrator | $16,278 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $12,661 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,486 | $82,274-10.7% | $152,466-51.8% | $79,386-7.4% |
| Participation rate | 60.8% | 76.4%-15.6pp | 78.2%-17.4pp | 70.7%-9.9pp |
| Annual return | 14.20% | 7959.84%-7945.6pp | 757.33%-743.1pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,339 | $3,613-62.9% | $4,327-69.1% | $2,427-44.8% |
| Participant deferral / active EE | $2,443 | $4,969-50.8% | $5,820-58.0% | $4,046-39.6% |
| Admin fee / account holder | $248 | $632-60.7% | $15,805-98.4% | $626-60.3% |