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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.
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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 |
|---|---|---|
JP MORGAN SECURITIES LLC3 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $34,280 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $17,421 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 13 | Contract Administrator | $5,872 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $2,860 |
Filed as: FUTURE PLAN CONSULTING- FORT WAYNE Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,383 | $34,677-32.6% | $77,024-69.6% | $64,808-63.9% |
| Participation rate | 24.5% | 49.8%-25.3pp | 67.9%-43.4pp | 71.5%-47.0pp |
| Annual return | -20.50% | -5.33%-15.2pp | 42.32%-62.8pp | 32.82%-53.3pp |
| Employer contribution / active EE | $282 | $1,370-79.4% | $2,812-90.0% | $2,506-88.7% |
| Participant deferral / active EE | $594 | $2,556-76.8% | $4,426-86.6% | $4,310-86.2% |
| Admin fee / account holder | $44 | $179-75.3% | $5,425-99.2% | $188-76.6% |