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 LLC11+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $20,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,092 | $98,727-28.0% | $113,168-37.2% | $85,563-16.9% |
| Participation rate | 79.7% | 80.8%-1.2pp | 76.6%+3.1pp | 66.0%+13.7pp |
| Annual return | 22.21% | 17.43%+4.8pp | 24.27%-2.1pp | 31.51%-9.3pp |
| Employer contribution / active EE | $3,096 | $2,907+6.5% | $2,975+4.1% | $2,654+16.7% |
| Participant deferral / active EE | $6,427 | $5,424+18.5% | $5,107+25.9% | $4,375+46.9% |
| Admin fee / account holder | $68 | $357-80.8% | $12,068-99.4% | $834-91.8% |