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 LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,510 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,769 | $65,435-19.4% | $86,677-39.1% | $66,914-21.1% |
| Participation rate | 75.0% | 75.5%-0.5pp | 76.6%-1.6pp | 69.8%+5.2pp |
| Annual return | -18.76% | -10.89%-7.9pp | 35.91%-54.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,983 | $2,153+38.5% | $2,836+5.2% | $2,544+17.2% |
| Participant deferral / active EE | $7,325 | $4,100+78.6% | $4,656+57.3% | $4,237+72.9% |
| Admin fee / account holder | $30 | $642-95.4% | $7,493-99.6% | $593-95.0% |