Filed August 1, 2006 (most recent of 3 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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $34,716 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $30,000 |
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 | $48,520 | $73,404-33.9% | $87,100-44.3% | $67,579-28.2% |
| Participation rate | 90.2% | 80.9%+9.3pp | 76.9%+13.3pp | 71.3%+18.9pp |
| Annual return | 20.61% | 48.29%-27.7pp | 28.19%-7.6pp | 378.56%-357.9pp |
| Employer contribution / active EE | $1,415 | $2,014-29.7% | $2,521-43.9% | $2,148-34.1% |
| Participant deferral / active EE | $2,992 | $3,913-23.5% | $4,049-26.1% | $3,539-15.5% |
| Admin fee / account holder | $62 | $142-56.5% | $7,497-99.2% | $142-56.7% |