Filed July 25, 2006
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 LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,875 |
Filed as: SWBC INVESTMENT ADVISORY SERV LLC Service code 27 9311 SAN PEDRO AVE · SAN ANTONIO, TX 78216 | Advisory (Plan) | $2,514 |
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 | $89,624 | $73,638+21.7% | $95,952-6.6% | $73,488+22.0% |
| Participation rate | 98.7% | 76.2%+22.6pp | 77.1%+21.7pp | 70.7%+28.0pp |
| Annual return | 12.85% | 16.78%-3.9pp | 91.61%-78.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,212 | $1,863+18.7% | $2,541-13.0% | $2,270-2.6% |
| Participant deferral / active EE | $4,156 | $3,617+14.9% | $4,167-0.3% | $3,740+11.1% |
| Admin fee / account holder | $19 | $482-96.1% | $6,795-99.7% | $513-96.3% |