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 LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,364 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,137 | $79,519+19.6% | $95,952-0.8% | $73,409+29.6% |
| Participation rate | 93.6% | 81.2%+12.4pp | 77.1%+16.5pp | 72.2%+21.4pp |
| Annual return | 17.79% | 19.20%-1.4pp | 91.61%-73.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $2,644 | $2,048+29.1% | $2,541+4.0% | $2,234+18.4% |
| Participant deferral / active EE | $4,159 | $4,138+0.5% | $4,167-0.2% | $3,805+9.3% |
| Admin fee / account holder | $23 | $184-87.8% | $6,795-99.7% | $158-85.7% |