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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $29,264 |
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 | $94,987 | $99,078-4.1% | $96,544-1.6% | $74,419+27.6% |
| Participation rate | 95.3% | 80.7%+14.6pp | 76.0%+19.3pp | 70.7%+24.5pp |
| Annual return | 18.00% | 22.48%-4.5pp | 25.84%-7.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,671 | $2,570+3.9% | $2,965-9.9% | $2,637+1.3% |
| Participant deferral / active EE | $4,398 | $4,933-10.9% | $4,851-9.3% | $4,528-2.9% |
| Admin fee / account holder | $82 | $225-63.5% | $8,252-99.0% | $348-76.4% |