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 MAYHEW3 years Filed as: DOEREN MAYHEW & CO., P.C. Service code 10 2600 N. LOOP WEST SUITE 600 · HOUSTON, TX 77092 | Accounting | $14,000 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,531 | $102,553+114.1% | $151,611+44.8% | $66,914+228.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.52% | -10.82%-4.7pp | 3.33%-18.9pp | 1.58%-17.1pp |
| Employer contribution / active EE | $7,186 | $4,180+71.9% | $6,166+16.5% | $2,544+182.4% |
| Participant deferral / active EE | $10,578 | $6,641+59.3% | $8,363+26.5% | $4,237+149.7% |
| Admin fee / account holder | $56 | $630-91.1% | $11,616-99.5% | $593-90.5% |