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 MAYHEW4 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 LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,328 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,129 | $130,194+92.9% | $169,993+47.7% | $71,457+251.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 17.13% | 20.37%-3.2pp | 53.37%-36.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $9,557 | $4,381+118.1% | $6,785+40.8% | $2,588+269.3% |
| Participant deferral / active EE | $10,107 | $6,923+46.0% | $10,408-2.9% | $4,289+135.7% |
| Admin fee / account holder | $56 | $966-94.2% | $12,815-99.6% | $1,587-96.4% |