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 LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,236 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,970 | $74,089-31.2% | $133,980-62.0% | $55,167-7.6% |
| Participation rate | 80.5% | 84.3%-3.8pp | 87.1%-6.6pp | 69.0%+11.5pp |
| Annual return | 8.79% | 12.11%-3.3pp | 29.30%-20.5pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,812 | $3,064-8.2% | $5,211-46.0% | $1,963+43.3% |
| Participant deferral / active EE | $2,268 | $4,678-51.5% | $6,282-63.9% | $3,054-25.7% |
| Admin fee / account holder | $10 | $458-97.7% | $9,324-99.9% | $504-97.9% |