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 LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,780 | $73,404+12.8% | $87,100-5.0% | $67,579+22.5% |
| Participation rate | 89.0% | 80.9%+8.1pp | 76.9%+12.1pp | 71.3%+17.7pp |
| Annual return | 20.91% | 48.29%-27.4pp | 28.19%-7.3pp | 378.56%-357.6pp |
| Employer contribution / active EE | $2,329 | $2,014+15.6% | $2,521-7.6% | $2,148+8.4% |
| Participant deferral / active EE | $3,799 | $3,913-2.9% | $4,049-6.2% | $3,539+7.3% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |