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 LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $18,396 |
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 | $96,677 | $79,184+22.1% | $102,438-5.6% | $74,546+29.7% |
| Participation rate | 83.3% | 74.8%+8.6pp | 76.5%+6.8pp | 67.2%+16.1pp |
| Annual return | 11.45% | 54.95%-43.5pp | 29.37%-17.9pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $1,161 | $2,362-50.9% | $3,024-61.6% | $2,624-55.8% |
| Participant deferral / active EE | $3,262 | $4,414-26.1% | $5,054-35.4% | $4,347-25.0% |
| Admin fee / account holder | $167 | $2,001-91.6% | $9,448-98.2% | $1,944-91.4% |