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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $18,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,194 | $79,171-12.6% | $102,423-32.4% | $74,495-7.1% |
| Participation rate | 74.2% | 74.8%-0.6pp | 76.5%-2.3pp | 67.2%+7.0pp |
| Annual return | 16.05% | 54.93%-38.9pp | 29.32%-13.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,042 | $2,362+28.8% | $3,023+0.6% | $2,623+16.0% |
| Participant deferral / active EE | $7,031 | $4,415+59.2% | $5,053+39.1% | $4,346+61.8% |
| Admin fee / account holder | $76 | $2,001-96.2% | $9,451-99.2% | $1,942-96.1% |