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 |
|---|---|---|
Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $6,230 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $775 |
Participant contribution per participant 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.
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 | $31,401 | $80,211-60.9% | $74,183-57.7% | $63,975-50.9% |
| Participation rate | 94.1% | 84.2%+10.0pp | 76.6%+17.5pp | 71.1%+23.0pp |
| Annual return | 41.68% | 14.13%+27.6pp | 17.74%+23.9pp | 48.65%-7.0pp |
| Employer contribution / active EE | $1,022 | $2,553-60.0% | $2,370-56.9% | $2,182-53.1% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $67-99.5% | $5,586-100.0% | $70-99.5% |