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 LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,862 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,552 | $74,188+94.8% | $115,756+24.9% | $64,808+123.0% |
| Participation rate | 71.4% | 76.2%-4.8pp | 77.1%-5.7pp | 71.5%-0.1pp |
| Annual return | -17.96% | -11.81%-6.2pp | 143.14%-161.1pp | 32.82%-50.8pp |
| Employer contribution / active EE | $2,325 | $3,365-30.9% | $3,793-38.7% | $2,506-7.2% |
| Participant deferral / active EE | $4,468 | $5,294-15.6% | $6,254-28.6% | $4,310+3.6% |
| Admin fee / account holder | $42 | $148-71.9% | $8,124-99.5% | $188-77.8% |