Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
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 LLC6+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Custodial (other than securities); Fl... | $9,449 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $168,388 | $139,268+20.9% | $177,821-5.3% | $106,222+58.5% |
| Participation rate | 98.4% | 91.6%+6.8pp | 87.7%+10.7pp | 70.8%+27.6pp |
| Annual return | 14.46% | 17.20%-2.7pp | 48.32%-33.9pp | 21.69%-7.2pp |
| Employer contribution / active EE | $1,139 | $4,832-76.4% | $5,918-80.8% | $2,723-58.2% |
| Participant deferral / active EE | $6,355 | $7,227-12.1% | $7,714-17.6% | $4,600+38.2% |
| Admin fee / account holder | $0 | $97-100.0% | $12,427-100.0% | $78-100.0% |