Filed January 8, 2019 (most recent of 3 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 |
|---|---|---|
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW & CO., P.C. Service code 10 · EIN 13-2624428 | Accounting | $10,500 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,280 | $136,307+68.9% | $177,821+29.5% | $73,488+213.4% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.7%+10.8pp | 70.7%+27.8pp |
| Annual return | 13.60% | 18.68%-5.1pp | 48.32%-34.7pp | 28.51%-14.9pp |
| Employer contribution / active EE | $7,366 | $3,712+98.4% | $5,918+24.5% | $2,270+224.5% |
| Participant deferral / active EE | $9,413 | $5,829+61.5% | $7,714+22.0% | $3,740+151.7% |
| Admin fee / account holder | $45 | $596-92.4% | $12,427-99.6% | $513-91.1% |