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 LLC4+ 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 | $66,935 | $65,118+2.8% | $76,768-12.8% | $55,725+20.1% |
| Participation rate | 94.8% | 79.6%+15.2pp | 77.0%+17.9pp | 70.9%+24.0pp |
| Annual return | -2.78% | -1.27%-1.5pp | 2.43%-5.2pp | 244.93%-247.7pp |
| Employer contribution / active EE | $2,035 | $1,941+4.9% | $2,485-18.1% | $2,078-2.1% |
| Participant deferral / active EE | $3,497 | $3,688-5.2% | $3,852-9.2% | $3,356+4.2% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |