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 LLC5 years Service code 27 PO BOX 681131 · CHICAGO, IL 60695 | Advisory (Plan) | $31,963 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,281 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,723 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $5,327 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,763 |
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 | $28,174 | $45,031-37.4% | $84,966-66.8% | $77,643-63.7% |
| Participation rate | 27.4% | 48.7%-21.3pp | 67.5%-40.1pp | 70.6%-43.2pp |
| Annual return | 14.01% | 79.22%-65.2pp | 66.38%-52.4pp | 31.24%-17.2pp |
| Employer contribution / active EE | $280 | $1,609-82.6% | $2,727-89.7% | $2,726-89.7% |
| Participant deferral / active EE | $1,034 | $2,807-63.2% | $4,519-77.1% | $4,647-77.8% |
| Admin fee / account holder | $48 | $912-94.8% | $6,149-99.2% | $430-88.9% |