Filed April 6, 2003
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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,325 |
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 | $29,280 | $64,517-54.6% | $81,438-64.0% | $80,874-63.8% |
| Participation rate | 93.5% | 63.9%+29.6pp | 69.5%+24.0pp | 67.6%+25.8pp |
| Annual return | 10.06% | 16.35%-6.3pp | 24.74%-14.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $746 | $1,982-62.3% | $2,460-69.7% | $2,756-72.9% |
| Participant deferral / active EE | $2,036 | $3,096-34.2% | $3,883-47.6% | $4,297-52.6% |
| Admin fee / account holder | $8 | $5,677-99.9% | $5,764-99.9% | $6,935-99.9% |