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 |
|---|---|---|
JP MORGAN SECURITIES LLC4 years Service code 27 PO BOX 681131 · CHICAGO, IL 60695 | Advisory (Plan) | $32,960 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,733 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,099 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $5,493 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,005 | $40,385-33.1% | $80,569-66.5% | $74,419-63.7% |
| Participation rate | 24.8% | 47.4%-22.6pp | 67.0%-42.2pp | 70.7%-45.9pp |
| Annual return | 19.33% | 164.85%-145.5pp | 935.43%-916.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $201 | $1,496-86.6% | $2,723-92.6% | $2,637-92.4% |
| Participant deferral / active EE | $718 | $2,674-73.2% | $4,447-83.9% | $4,528-84.1% |
| Admin fee / account holder | $53 | $720-92.6% | $5,377-99.0% | $348-84.8% |