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 LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $420 |
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 | $54,735 | $79,519-31.2% | $95,952-43.0% | $73,409-25.4% |
| Participation rate | 90.0% | 81.2%+8.9pp | 77.1%+13.0pp | 72.2%+17.9pp |
| Annual return | 21.16% | 19.20%+2.0pp | 91.61%-70.5pp | 59.29%-38.1pp |
| Employer contribution / active EE | $1,330 | $2,048-35.0% | $2,541-47.6% | $2,234-40.4% |
| Participant deferral / active EE | $6,650 | $4,138+60.7% | $4,167+59.6% | $3,805+74.8% |
| Admin fee / account holder | $1 | $184-99.3% | $6,795-100.0% | $158-99.2% |