Filed September 24, 2020 (most recent of 3 filings on file)
Total covered: 50 employees
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE, NA Service code 28 · EIN 13-4994650 | Investment Management | $78,038 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $69,919 |
Service code 37 · EIN 71-0294708 | Loan Processing | $21,600 |
See 1 actuary disclosure with Solo.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 5.17% | 5.09%+0.1pp | 5.00%+0.2pp | 7.18%-2.0pp |
| Employer contribution / active EE | $11,268 | $7,393+52.4% | $35,918-68.6% | $13,095-13.9% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |