Filed April 21, 1997 (most recent of 2 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 LLC2 years Service code 15 383 MADISON AVENUE · NEW YORK, NY 10179 | Recordkeeping | $2,855 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,712 | $61,756-55.1% | $70,092-60.5% | $77,904-64.4% |
| Participation rate | 81.5% | 79.9%+1.7pp | 70.5%+11.1pp | 73.7%+7.9pp |
| Annual return | -16.10% | -11.86%-4.2pp | 190.73%-206.8pp | 12.21%-28.3pp |
| Employer contribution / active EE | $0 | $2,706-100.0% | $2,559-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $2,897 | $3,977-27.2% | $3,849-24.7% | $4,806-39.7% |
| Admin fee / account holder | $9 | $101-91.0% | $6,267-99.9% | $133-93.1% |