Filed August 23, 2018
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 LLC1+ years Filed as: JP MORGAN CHASE Service code 13 · EIN 74-6290627 | Contract Administrator | $393,095 |
SLAYDEN DIEHL & CO.1+ years Service code 27 · EIN 75-1727873 | Advisory (Plan) | $84,465 |
WHITLEY PENN LLP1+ years Service code 10 · EIN 75-2393478 1400 WEST 7TH STREET, SUITE 400 · FORT WORTH, TX 76102 | Accounting | $24,194 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $6,834 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,831 | $61,125-59.4% | $108,579-77.1% | $63,975-61.2% |
| Participation rate | 99.7% | 80.5%+19.2pp | 79.6%+20.2pp | 71.1%+28.6pp |
| Annual return | 0.29% | 14.06%-13.8pp | -51.70%+52.0pp | 48.65%-48.4pp |
| Employer contribution / active EE | $783 | $2,237-65.0% | $3,758-79.2% | $2,182-64.1% |
| Participant deferral / active EE | $0 | $3,574-100.0% | $4,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $122 | $72+69.3% | $7,645-98.4% | $70+73.0% |