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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $16,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,667 | $99,078-48.9% | $96,544-47.5% | $74,419-31.9% |
| Participation rate | 73.4% | 80.7%-7.3pp | 76.0%-2.5pp | 70.7%+2.7pp |
| Annual return | 20.90% | 22.48%-1.6pp | 25.84%-4.9pp | 34.38%-13.5pp |
| Employer contribution / active EE | $2,968 | $2,570+15.5% | $2,965+0.1% | $2,637+12.5% |
| Participant deferral / active EE | $7,064 | $4,933+43.2% | $4,851+45.6% | $4,528+56.0% |
| Admin fee / account holder | $56 | $225-74.9% | $8,252-99.3% | $348-83.8% |