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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $720 |
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 | $25,054 | $53,925-53.5% | $75,670-66.9% | $69,631-64.0% |
| Participation rate | 96.4% | 71.2%+25.2pp | 72.3%+24.1pp | 70.7%+25.8pp |
| Annual return | 15.57% | 17.84%-2.3pp | 27.34%-11.8pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $550 | $1,802-69.5% | $2,352-76.6% | $2,032-72.9% |
| Participant deferral / active EE | $1,443 | $2,569-43.8% | $3,142-54.1% | $3,224-55.2% |
| Admin fee / account holder | $2 | $97-97.7% | $5,800-100.0% | $110-98.0% |