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 |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-6068770 575 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $95,948 |
SOUTHWEST SERVICE ADMINISTRATORS9+ years Service code 13 · EIN 86-6084210 2550 W UNION HILLS DR · PHOENIX, AZ 85027 | Contract Administrator | $90,996 |
VERUS3 years Filed as: VERUS ADVISORS INC Service code 17 · EIN 91-1320111 2321 ROSENCRANS · EL SEGUNDO, CA 94501 | Pension Consulting | $50,000 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $27,076 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 333 W 34TH ST · NEW YORK, NY 10001 | Insurance Commissions | $25,519 |
PANAGORA ASSET MANAGEMENT6 years Service code 28 · EIN 04-3183235 470 ATLANTIC AVE · BOSTON, MA 02210 | Investment Management | $19,234 |
WEINBERG, ROGER & ROSENFELD6 years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 1001 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Legal | $18,000 |
US BANK4 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $16,091 |
THE SEGAL COMPANY9+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $15,920 |
JENNINGS, STROUSS & SALMON, PLC9+ years Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET · PHOENIX, AZ 85004 | Legal | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,325 | $88,480-79.3% | $96,683-81.0% | $80,160-77.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 5.20% | 22.53%-17.3pp | 35.69%-30.5pp | 40.38%-35.2pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,737-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $141 | $212-33.2% | $6,730-97.9% | $145-2.4% |