Filed May 5, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $8,879 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES, INC. Service code 50 · EIN 13-3379014 | Direct Payment | $1,774 |
GWL&A1+ years Service code 15 · EIN 84-0467907 | Recordkeeping | $750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,566 | $71,957-67.2% | $67,652-65.2% | $59,188-60.2% |
| Participation rate | 91.2% | 82.7%+8.5pp | 75.7%+15.5pp | 69.4%+21.7pp |
| Annual return | 1.16% | 8.53%-7.4pp | 6625.04%-6623.9pp | 5.51%-4.3pp |
| Employer contribution / active EE | $1,269 | $2,432-47.8% | $2,266-44.0% | $2,098-39.5% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-99.5% | $4,821-100.0% | $92-99.6% |