Filed March 15, 2006
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 LLC2+ years Filed as: JP MORGAN CHASE BANK NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $179,196 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 24 · EIN 94-1347393 | Discretionary Trustee | $40,260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $360,633 | $76,552+371.1% | $123,892+191.1% | $62,891+473.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.50% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $29,615 | $2,883+927.4% | $4,617+541.5% | $2,281+1198.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,877 | $4,826-61.1% | $8,357-77.5% | $4,296-56.3% |