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 LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,779 | $61,125-31.6% | $108,579-61.5% | $63,975-34.7% |
| Participation rate | 86.0% | 80.5%+5.5pp | 79.6%+6.4pp | 71.1%+14.8pp |
| Annual return | 15.76% | 14.06%+1.7pp | -51.70%+67.5pp | 48.65%-32.9pp |
| Employer contribution / active EE | $2,053 | $2,237-8.2% | $3,758-45.4% | $2,182-5.9% |
| Participant deferral / active EE | $6,442 | $3,574+80.2% | $4,311+49.4% | $3,356+91.9% |
| Admin fee / account holder | $0 | $72-100.0% | $7,645-100.0% | $70-100.0% |