Filed October 24, 2019 (most recent of 2 filings on file)
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 LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $20,831 |
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 | $109,033 | $87,870+24.1% | $113,168-3.7% | $74,304+46.7% |
| Participation rate | 93.4% | 70.7%+22.6pp | 76.6%+16.8pp | 60.3%+33.0pp |
| Annual return | 19.87% | 26.44%-6.6pp | 24.27%-4.4pp | 29.43%-9.6pp |
| Employer contribution / active EE | $4,423 | $2,277+94.2% | $2,975+48.7% | $2,241+97.3% |
| Participant deferral / active EE | $3,288 | $4,241-22.5% | $5,107-35.6% | $3,767-12.7% |
| Admin fee / account holder | $183 | $3,368-94.6% | $12,068-98.5% | $2,969-93.8% |