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 LLC11+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $61,576 |
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 | $133,760 | $87,870+52.2% | $113,168+18.2% | $74,304+80.0% |
| Participation rate | 99.6% | 70.7%+28.8pp | 76.6%+23.0pp | 60.3%+39.2pp |
| Annual return | 15.24% | 26.44%-11.2pp | 24.27%-9.0pp | 29.43%-14.2pp |
| Employer contribution / active EE | $4,999 | $2,277+119.5% | $2,975+68.0% | $2,241+123.0% |
| Participant deferral / active EE | $5,767 | $4,241+36.0% | $5,107+12.9% | $3,767+53.1% |
| Admin fee / account holder | $213 | $3,368-93.7% | $12,068-98.2% | $2,969-92.8% |