Filed January 13, 2009
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 Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,489 |
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 | $31,975 | $62,324-48.7% | $68,509-53.3% | $55,191-42.1% |
| Participation rate | 87.4% | 78.9%+8.6pp | 74.7%+12.7pp | 69.2%+18.3pp |
| Annual return | 1.47% | 4.26%-2.8pp | 8.27%-6.8pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,731 | $2,223-22.1% | $2,278-24.0% | $1,899-8.8% |
| Participant deferral / active EE | $3,200 | $3,425-6.6% | $3,382-5.4% | $3,046+5.0% |
| Admin fee / account holder | $3 | $91-96.3% | $5,275-99.9% | $91-96.3% |