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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,035 |
Filed as: SWBC INVESTMENT ADVISORY SERV LLC D Service code 27 9311 SAN PEDRO AVE. · SAN ANTONIO, TX 78216 | Advisory (Plan) | $2 |
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 | $98,386 | $76,050+29.4% | $96,544+1.9% | $71,457+37.7% |
| Participation rate | 99.2% | 74.4%+24.8pp | 76.0%+23.2pp | 67.9%+31.2pp |
| Annual return | 16.10% | 22.81%-6.7pp | 25.84%-9.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $3,470 | $2,244+54.6% | $2,965+17.0% | $2,588+34.1% |
| Participant deferral / active EE | $5,097 | $4,215+20.9% | $4,851+5.1% | $4,289+18.9% |
| Admin fee / account holder | $17 | $2,707-99.4% | $8,252-99.8% | $1,587-99.0% |