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 LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,135 | $84,936-24.5% | $111,297-42.4% | $79,386-19.2% |
| Participation rate | 84.9% | 75.9%+9.1pp | 77.3%+7.6pp | 70.7%+14.2pp |
| Annual return | 14.14% | 17.45%-3.3pp | 54.65%-40.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,139 | $1,979+8.1% | $2,731-21.7% | $2,427-11.9% |
| Participant deferral / active EE | $8,490 | $3,888+118.4% | $4,487+89.2% | $4,046+109.9% |
| Admin fee / account holder | $8 | $537-98.5% | $7,964-99.9% | $626-98.7% |