Filed June 29, 2018
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 LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $21,764 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,384 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $1,731 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage | $0 |
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 | $42,592 | $107,440-60.4% | $105,738-59.7% | $55,725-23.6% |
| Participation rate | 96.4% | 55.5%+40.9pp | 76.3%+20.0pp | 70.9%+25.5pp |
| Annual return | -4.29% | -0.59%-3.7pp | 6.27%-10.6pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,408 | $1,448-2.8% | $3,268-56.9% | $2,078-32.3% |
| Participant deferral / active EE | $2,854 | $2,171+31.5% | $4,080-30.0% | $3,356-14.9% |
| Admin fee / account holder | $13 | $283-95.4% | $6,913-99.8% | $115-88.6% |