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 LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $660 |
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 | $33,250 | $46,072-27.8% | $70,014-52.5% | $55,167-39.7% |
| Participation rate | 74.3% | 67.5%+6.8pp | 71.8%+2.4pp | 69.0%+5.3pp |
| Annual return | 9.68% | 8.68%+1.0pp | 12.99%-3.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $421 | $1,500-72.0% | $2,338-82.0% | $1,963-78.6% |
| Participant deferral / active EE | $1,185 | $2,344-49.4% | $2,931-59.6% | $3,054-61.2% |
| Admin fee / account holder | $3 | $428-99.3% | $4,380-99.9% | $504-99.4% |