Filed August 20, 2009
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 LLC10+ years Filed as: JPMORGAN CHASE BANK, NA Service code 13 · EIN 13-4994650 | Contract Administrator | $17,241,543 |
SANDTON CAPITAL SOLUTIONS V2 years Service code 28 · EIN 98-1590786 | Investment Management | $3,726,743 |
BLACKROCK2 years Filed as: BLACKROCK RE PARTNERS X Service code 28 · EIN 88-2405544 | Investment Management | $1,050,000 |
BLACKROCK2 years Filed as: BLACKROCK RE PARTNERS IX Service code 28 · EIN 83-2580229 | Investment Management | $728,092 |
PERCEPTIVE2 years Service code 28 · EIN 98-1669430 | Investment Management | $699,619 |
Service code 28 · EIN 98-1304643 | Investment Management | $498,507 |
KING STREET GLOBAL II1 year Service code 28 · EIN 98-1648454 | Investment Management | $463,812 |
GOLDMAN SACHS1 year Filed as: SANDTON Service code 28 16 WEST 46TH STREET, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $297,126 |
Service code 28 · EIN 98-1532208 | Investment Management | $254,354 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $228,192 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.24% | 9.42%-5.2pp | 9.14%-4.9pp | 9.42%-5.2pp |
| Employer contribution / active EE | $4,220 | $9,497-55.6% | $21,225-80.1% | $9,497-55.6% |
| Participant deferral / active EE | $2,310 | $388+494.7% | $22+10300.0% | $388+494.7% |
| Admin fee / account holder | $0 | $0 | - | - |