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 LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $36,654 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,781 | $79,519-29.9% | $95,952-41.9% | $73,409-24.0% |
| Participation rate | 89.2% | 81.2%+8.0pp | 77.1%+12.1pp | 72.2%+17.0pp |
| Annual return | 12.99% | 19.20%-6.2pp | 91.61%-78.6pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,340 | $2,048-34.6% | $2,541-47.3% | $2,234-40.0% |
| Participant deferral / active EE | $3,004 | $4,138-27.4% | $4,167-27.9% | $3,805-21.0% |
| Admin fee / account holder | $66 | $184-64.1% | $6,795-99.0% | $158-58.1% |