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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $41,304 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $24,998 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,976 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,319 | $104,697-48.1% | $96,544-43.7% | $80,160-32.2% |
| Participation rate | 88.1% | 86.4%+1.7pp | 76.0%+12.1pp | 72.9%+15.2pp |
| Annual return | 16.48% | 21.78%-5.3pp | 25.84%-9.4pp | 40.38%-23.9pp |
| Employer contribution / active EE | $1,624 | $3,536-54.1% | $2,965-45.2% | $2,978-45.5% |
| Participant deferral / active EE | $3,483 | $6,188-43.7% | $4,851-28.2% | $5,017-30.6% |
| Admin fee / account holder | $84 | $107-21.2% | $8,252-99.0% | $145-42.0% |