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 3-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 | $752 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,087 | $71,957-67.9% | $67,652-65.9% | $59,188-61.0% |
| Participation rate | 91.8% | 82.7%+9.2pp | 75.7%+16.2pp | 69.4%+22.4pp |
| Annual return | -0.07% | 8.53%-8.6pp | 6625.04%-6625.1pp | 5.51%-5.6pp |
| Employer contribution / active EE | $1,551 | $2,432-36.2% | $2,266-31.5% | $2,098-26.0% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-100.0% | $4,821-100.0% | $92-100.0% |