Filed January 17, 2007
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 Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
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 | $71,535 | $72,770-1.7% | $67,652+5.7% | $55,191+29.6% |
| Participation rate | 96.6% | 78.8%+17.8pp | 75.7%+21.0pp | 69.2%+27.5pp |
| Annual return | 0.74% | -3.26%+4.0pp | 6625.04%-6624.3pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,981 | $1,769+12.0% | $2,266-12.6% | $1,899+4.3% |
| Participant deferral / active EE | $3,336 | $3,408-2.1% | $3,560-6.3% | $3,046+9.5% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |