Filed July 23, 2002
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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $14,333 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,141 | $122,239-42.6% | $184,200-61.9% | $74,546-5.9% |
| Participation rate | 93.3% | 85.5%+7.9pp | 86.8%+6.5pp | 67.2%+26.1pp |
| Annual return | 12.58% | 19.95%-7.4pp | 28.80%-16.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $2,094 | $4,537-53.9% | $6,424-67.4% | $2,624-20.2% |
| Participant deferral / active EE | $3,226 | $7,139-54.8% | $9,132-64.7% | $4,347-25.8% |
| Admin fee / account holder | $114 | $1,260-91.0% | $13,907-99.2% | $1,944-94.1% |