Filed February 23, 2010 (most recent of 2 filings on file)
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: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $179,088 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 · EIN 04-1867445 | Investment Management | $114,355 |
PRICEWATERHOUSECOOPERS LLP10+ years Filed as: PRICEWATERHOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $75,700 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $3,219,907-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 10.0%-10.0pp | 11.0%-11.0pp |
| Annual return | 4.00% | 8.23%-4.2pp | 3.48%+0.5pp | 8.23%-4.2pp |
| Employer contribution / active EE | $0 | $13,859-100.0% | $31,972-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $83-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $0 | $1,652-100.0% |