Filed October 2, 2017 (most recent of 2 filings on file)
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 LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $20,917 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST LOUIS STREET · SPRINGFIELD, MO 658011190 | Accounting | $9,514 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,711 | $109,359-48.1% | $162,163-65.0% | $72,985-22.3% |
| Participation rate | 95.9% | 84.3%+11.6pp | 87.6%+8.3pp | 69.5%+26.4pp |
| Annual return | 23.99% | 25.46%-1.5pp | 115.59%-91.6pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,675 | $3,907-31.5% | $5,614-52.3% | $2,440+9.7% |
| Participant deferral / active EE | $5,169 | $5,481-5.7% | $7,298-29.2% | $3,607+43.3% |
| Admin fee / account holder | $256 | $7,972-96.8% | $10,843-97.6% | $5,124-95.0% |