Filed August 7, 2015
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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,629 | $2,679,533-97.1% | $164,813-53.5% | $199,593-61.6% |
| Participation rate | 96.1% | 78.3%+17.8pp | 78.6%+17.5pp | 72.0%+24.1pp |
| Annual return | 20.27% | 17.93%+2.3pp | 69.93%-49.7pp | 34.25%-14.0pp |
| Employer contribution / active EE | $2,784 | $2,970-6.3% | $4,341-35.9% | $3,034-8.2% |
| Participant deferral / active EE | $9,126 | $5,010+82.2% | $6,031+51.3% | $5,087+79.4% |
| Admin fee / account holder | $0 | $1,982-100.0% | $12,690-100.0% | $269-100.0% |