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 |
|---|---|---|
JNJ WEALTH MANAGEMENT GROUP, LLC1 year Filed as: JNJ WEALTH MGMT GROUP, LLC Service code 17 3567 E SUNRISE DRIVE, STE 237 · TUCSON, AZ 85718 | Pension Consulting | $21,954 |
PINNACLE PLAN DESIGN, LLC2 years Service code 13 1985 E RIVER ROAD, STE. 111 · TUCSON, AZ 85718 | Contract Administrator | $14,876 |
METZ & ASSOCIATES PLLC2 years Service code 10 950 W INDIAN SCHOOL ROAD · PHOENIX, AZ 85013 | Accounting | $6,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,266 | $180,449-82.1% | $154,107-79.1% | $135,375-76.2% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -2.98% | 888.09%-891.1pp | 735.12%-738.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,598 | $5,806-20.8% | $5,081-9.5% | $5,609-18.0% |
| Admin fee / account holder | $575 | $16,143-96.4% | $13,411-95.7% | $10,827-94.7% |