Filed September 28, 2009
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 LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $490 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage | $27 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,878 | $70,908+16.9% | $98,907-16.2% | $73,488+12.8% |
| Participation rate | 74.8% | 73.8%+1.0pp | 76.0%-1.2pp | 70.7%+4.1pp |
| Annual return | 18.81% | 34.17%-15.4pp | 196.43%-177.6pp | 28.51%-9.7pp |
| Employer contribution / active EE | $760 | $2,036-62.7% | $2,689-71.7% | $2,270-66.5% |
| Participant deferral / active EE | $2,354 | $3,500-32.7% | $4,244-44.5% | $3,740-37.0% |
| Admin fee / account holder | $7 | $535-98.6% | $6,642-99.9% | $513-98.6% |