See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-4994650 | Recordkeeping Fees | $30 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,100 | $34,934-56.8% | $56,411-73.2% | $74,495-79.7% |
| Participation rate | 41.2% | 32.8%+8.4pp | 52.5%-11.3pp | 67.2%-26.0pp |
| Annual return | 17.75% | 25.94%-8.2pp | 1701.33%-1683.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $658 | $609+8.1% | $1,039-36.6% | $2,623-74.9% |
| Participant deferral / active EE | $1,020 | $1,170-12.8% | $1,952-47.7% | $4,346-76.5% |
| Admin fee / account holder | $2 | $2,364-99.9% | $2,829-99.9% | $1,942-99.9% |