Filed June 20, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: JP MORGAN INVEST HOLDINGS Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $122,297 | $60,165+103.3% | $74,183+64.9% | $55,167+121.7% |
| Participation rate | 62.7% | 74.2%-11.5pp | 76.6%-13.9pp | 69.0%-6.3pp |
| Annual return | 6.91% | 10.00%-3.1pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,758 | $1,600+72.4% | $2,370+16.4% | $1,963+40.5% |
| Participant deferral / active EE | $3,901 | $2,973+31.2% | $3,550+9.9% | $3,054+27.7% |
| Admin fee / account holder | $2 | $419-99.4% | $5,586-100.0% | $504-99.5% |