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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,529 | $64,909+37.9% | $82,313+8.8% | $62,292+43.7% |
| Participation rate | 96.3% | 74.9%+21.4pp | 76.9%+19.4pp | 69.5%+26.7pp |
| Annual return | 15.33% | 21.18%-5.9pp | 25.88%-10.5pp | 28.90%-13.6pp |
| Employer contribution / active EE | $2,236 | $1,676+33.4% | $2,428-7.9% | $2,042+9.5% |
| Participant deferral / active EE | $3,804 | $3,103+22.6% | $3,706+2.6% | $3,169+20.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |