Filed January 8, 2019 (most recent of 3 filings on file)
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 | $995 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,880 | $122,239+133.9% | $184,203+55.2% | $74,495+283.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 12.38% | 19.95%-7.6pp | 28.81%-16.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $11,270 | $4,537+148.4% | $6,427+75.4% | $2,623+329.7% |
| Participant deferral / active EE | $10,649 | $7,139+49.2% | $9,131+16.6% | $4,346+145.0% |
| Admin fee / account holder | $4 | $1,260-99.7% | $13,901-100.0% | $1,942-99.8% |