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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS6+ years Service code 28 · EIN 04-1867445 | Investment Management | $136,323 |
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PRICEWATERHOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $49,625 |
FID INV INST OPS CO6+ years Service code 13 · EIN 04-2647786 | Contract Administrator | $0 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $0 |
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 | $198,586-100.0% | $1,964,387-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 14.3%-14.3pp | 13.5%-13.5pp |
| Annual return | 9.62% | 9.29%+0.3pp | 21681.50%-21671.9pp | 9.29%+0.3pp |
| Employer contribution / active EE | $0 | $15,168-100.0% | $87,430-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $70-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $3,693-100.0% | $2,037-100.0% |