Filed December 9, 2010
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 |
|---|---|---|
Filed as: JP MORGAN INSTITUTIONAL INVEST Service code 26 · EIN 13-4062153 | Advisory (Participants) | $47,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,256 |
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 | $86,998 | $65,263+33.3% | $90,223-3.6% | $55,191+57.6% |
| Participation rate | 97.3% | 79.0%+18.3pp | 79.0%+18.2pp | 69.2%+28.1pp |
| Annual return | -0.06% | 2.81%-2.9pp | 1.31%-1.4pp | 10.78%-10.8pp |
| Employer contribution / active EE | $4,206 | $4,153+1.3% | $4,378-3.9% | $1,899+121.5% |
| Participant deferral / active EE | $5,489 | $5,564-1.3% | $5,792-5.2% | $3,046+80.2% |
| Admin fee / account holder | $51 | $116-56.4% | $7,406-99.3% | $91-44.3% |