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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH&BROWN PC Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $12,000 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,160 |
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 | $35,149 | $74,024-52.5% | $77,999-54.9% | $57,658-39.0% |
| Participation rate | 88.5% | 79.7%+8.8pp | 75.5%+13.0pp | 70.2%+18.3pp |
| Annual return | 7.69% | 12.14%-4.5pp | 425.96%-418.3pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,800 | $2,365-23.9% | $2,470-27.1% | $1,974-8.8% |
| Participant deferral / active EE | $3,162 | $3,533-10.5% | $3,497-9.6% | $3,061+3.3% |
| Admin fee / account holder | $17 | $93-81.3% | $5,480-99.7% | $95-81.5% |