Filed October 18, 2004 (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 |
|---|---|---|
GWL&A1+ years Service code 15 · EIN 84-0467907 | Recordkeeping | $26,010 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,715 | $68,092-29.9% | $73,307-34.9% | $59,188-19.4% |
| Participation rate | 95.1% | 78.1%+17.0pp | 74.9%+20.2pp | 69.4%+25.7pp |
| Annual return | 0.17% | 5.93%-5.8pp | 5.67%-5.5pp | 5.51%-5.3pp |
| Employer contribution / active EE | $574 | $2,018-71.6% | $3,237-82.3% | $2,098-72.6% |
| Participant deferral / active EE | $2,476 | $5,041-50.9% | $4,991-50.4% | $3,265-24.2% |
| Admin fee / account holder | $3 | $630-99.5% | $5,637-99.9% | $92-96.6% |