Filed March 29, 2008 (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 LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,705 |
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 | $56,650 | $71,957-21.3% | $67,652-16.3% | $59,188-4.3% |
| Participation rate | 97.9% | 82.7%+15.2pp | 75.7%+22.2pp | 69.4%+28.4pp |
| Annual return | 2.32% | 8.53%-6.2pp | 6625.04%-6622.7pp | 5.51%-3.2pp |
| Employer contribution / active EE | $1,197 | $2,432-50.8% | $2,266-47.2% | $2,098-42.9% |
| Participant deferral / active EE | $3,109 | $4,211-26.2% | $3,560-12.7% | $3,265-4.8% |
| Admin fee / account holder | $0 | $64-100.0% | $4,821-100.0% | $92-100.0% |