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 LLC8 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $198,030 | $102,204+93.8% | $145,661+36.0% | $85,563+131.4% |
| Participation rate | 63.2% | 70.6%-7.3pp | 77.2%-14.0pp | 66.0%-2.7pp |
| Annual return | 13.57% | 16.68%-3.1pp | 101.46%-87.9pp | 31.51%-17.9pp |
| Employer contribution / active EE | $2,099 | $3,600-41.7% | $4,238-50.5% | $2,654-20.9% |
| Participant deferral / active EE | $4,133 | $5,729-27.9% | $7,198-42.6% | $4,375-5.5% |
| Admin fee / account holder | $27 | $647-95.8% | $12,466-99.8% | $834-96.8% |