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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $977 |
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 | $58,994 | $89,739-34.3% | $149,718-60.6% | $62,292-5.3% |
| Participation rate | 86.3% | 85.1%+1.2pp | 87.1%-0.8pp | 69.5%+16.7pp |
| Annual return | 17.46% | 21.01%-3.6pp | 1501.63%-1484.2pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,509 | $3,233-53.3% | $5,445-72.3% | $2,042-26.1% |
| Participant deferral / active EE | $2,380 | $4,797-50.4% | $6,569-63.8% | $3,169-24.9% |
| Admin fee / account holder | $8 | $551-98.6% | $11,283-99.9% | $479-98.4% |