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 LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $435 |
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 | $65,975 | $73,404-10.1% | $87,100-24.3% | $67,579-2.4% |
| Participation rate | 64.8% | 80.9%-16.1pp | 76.9%-12.1pp | 71.3%-6.5pp |
| Annual return | 23.16% | 48.29%-25.1pp | 28.19%-5.0pp | 378.56%-355.4pp |
| Employer contribution / active EE | $1,243 | $2,014-38.3% | $2,521-50.7% | $2,148-42.1% |
| Participant deferral / active EE | $6,244 | $3,913+59.6% | $4,049+54.2% | $3,539+76.4% |
| Admin fee / account holder | $2 | $142-98.5% | $7,497-100.0% | $142-98.6% |