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 13 · EIN 42-0127290 | Contract Administrator | $73,532 |
JP MORGAN SECURITIES LLC2 years Service code 27 | Advisory (Plan) | $29,331 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4777979 | Contract Administrator | $27,131 |
COOPER SAVAS LLC1 year Filed as: COOPER SAVAS Service code 13 · EIN 27-5169784 | Contract Administrator | $8,500 |
JP MORGAN SECURITIES LLC2 years Filed as: JP MORGAN SECURITIES Service code 27 · EIN 13-4110995 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,268 | $104,317-27.8% | $159,436-52.8% | $86,799-13.3% |
| Participation rate | 37.2% | 77.7%-40.5pp | 82.8%-45.6pp | 72.3%-35.1pp |
| Annual return | 28.91% | 26.32%+2.6pp | 263.57%-234.7pp | 97.91%-69.0pp |
| Employer contribution / active EE | $546 | $3,451-84.2% | $4,829-88.7% | $2,405-77.3% |
| Participant deferral / active EE | $4,908 | $6,837-28.2% | $7,352-33.2% | $4,131+18.8% |
| Admin fee / account holder | $457 | $172+165.3% | $10,799-95.8% | $170+169.5% |