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 |
|---|---|---|
FID INV INST OPS CO3+ years Service code 13 · EIN 04-2647786 | Contract Administrator | $401,187 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-1867445 | Investment Management | $137,804 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $78,120 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $47,212 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $1,637,423-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 5.3%-5.3pp | 4.5%-4.5pp |
| Annual return | 9.51% | 13.95%-4.4pp | 15.63%-6.1pp | 13.95%-4.4pp |
| Employer contribution / active EE | $0 | $16,598-100.0% | $56,677-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $511-100.0% | $93-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $0 | $612-100.0% |