Filed July 20, 2005
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 LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,085 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $176,482 | $89,904+96.3% | $453,369-61.1% | $86,799+103.3% |
| Participation rate | 73.5% | 75.7%-2.3pp | 78.0%-4.5pp | 72.3%+1.2pp |
| Annual return | 17.14% | 19.72%-2.6pp | 64.40%-47.3pp | 97.91%-80.8pp |
| Employer contribution / active EE | $2,008 | $3,279-38.7% | $4,070-50.7% | $2,405-16.5% |
| Participant deferral / active EE | $3,758 | $5,114-26.5% | $6,209-39.5% | $4,131-9.0% |
| Admin fee / account holder | $4 | $156-97.6% | $11,209-100.0% | $170-97.8% |