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 LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $30,163 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,369 | $72,254+19.5% | $86,677-0.4% | $64,808+33.3% |
| Participation rate | 94.9% | 80.4%+14.5pp | 76.6%+18.4pp | 71.5%+23.5pp |
| Annual return | -17.39% | 392.42%-409.8pp | 35.91%-53.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $2,596 | $2,393+8.5% | $2,836-8.5% | $2,506+3.6% |
| Participant deferral / active EE | $4,298 | $4,658-7.7% | $4,656-7.7% | $4,310-0.3% |
| Admin fee / account holder | $90 | $174-48.2% | $7,493-98.8% | $188-52.1% |