Filed September 1, 2016
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 LLC11+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $8,034 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,895 | $61,058+160.2% | $71,209+123.1% | $85,563+85.7% |
| Participation rate | 97.3% | 58.6%+38.7pp | 73.8%+23.5pp | 66.0%+31.3pp |
| Annual return | 14.04% | 100.41%-86.4pp | 282.51%-268.5pp | 31.51%-17.5pp |
| Employer contribution / active EE | $4,621 | $2,199+110.2% | $2,721+69.8% | $2,654+74.1% |
| Participant deferral / active EE | $9,377 | $3,173+195.5% | $4,175+124.6% | $4,375+114.3% |
| Admin fee / account holder | $10 | $855-98.8% | $5,349-99.8% | $834-98.8% |