Filed August 27, 2010
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 LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,765 | $65,118-11.3% | $76,768-24.8% | $55,725+3.7% |
| Participation rate | 62.8% | 79.6%-16.8pp | 77.0%-14.2pp | 70.9%-8.1pp |
| Annual return | -5.26% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,153 | $1,941-40.6% | $2,485-53.6% | $2,078-44.5% |
| Participant deferral / active EE | $5,825 | $3,688+57.9% | $3,852+51.2% | $3,356+73.6% |
| Admin fee / account holder | $1 | $116-99.0% | $6,675-100.0% | $115-99.0% |