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 LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $10,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $186,041 | $89,588+107.7% | $136,007+36.8% | $77,643+139.6% |
| Participation rate | 69.8% | 74.3%-4.5pp | 76.5%-6.7pp | 70.6%-0.8pp |
| Annual return | 15.40% | 17.42%-2.0pp | 579.32%-563.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,279 | $3,491-34.7% | $4,217-45.9% | $2,726-16.4% |
| Participant deferral / active EE | $4,580 | $5,591-18.1% | $7,025-34.8% | $4,647-1.5% |
| Admin fee / account holder | $37 | $539-93.2% | $6,858-99.5% | $430-91.5% |