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 LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $315 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,630 | $43,550-15.9% | $63,517-42.3% | $52,331-30.0% |
| Participation rate | 77.6% | 65.7%+11.9pp | 71.0%+6.5pp | 68.1%+9.5pp |
| Annual return | 0.88% | 2.03%-1.2pp | -70.30%+71.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $606 | $1,351-55.1% | $2,322-73.9% | $1,882-67.8% |
| Participant deferral / active EE | $1,534 | $2,254-31.9% | $2,953-48.1% | $3,022-49.2% |
| Admin fee / account holder | $2 | $387-99.6% | $5,892-100.0% | $592-99.7% |