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 |
|---|---|---|
Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $273,353 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 13 · EIN 74-6290627 | Contract Administrator | $190,946 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 52-2206685 | Recordkeeping | $26,622 |
SLAYDEN DIEHL & CO.2+ years Service code 27 · EIN 75-1727873 | Advisory (Plan) | $21,717 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $25,172 | $67,228-62.6% | $117,854-78.6% | $77,958-67.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.7%+20.3pp | 71.6%+28.4pp |
| Annual return | 10.77% | 19.13%-8.4pp | 335.08%-324.3pp | 20.87%-10.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $3,786-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $4,482-100.0% | $3,537-100.0% |
| Admin fee / account holder | $118 | $76+55.8% | $8,020-98.5% | $97+21.3% |