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 LLC8+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $251,957 |
STATE STREET GLOBAL ADVISORS8+ years Service code 28 · EIN 04-1867445 | Investment Management | $87,282 |
PRICEWATERHOUSECOOPERS LLP8+ years Filed as: PRICEWATERHOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $71,416 |
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 | $107,032-100.0% | $2,278,297-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.9%-9.9pp | 5.6%-5.6pp | 9.9%-9.9pp |
| Annual return | -13.10% | -5.25%-7.9pp | 111.29%-124.4pp | -5.25%-7.9pp |
| Employer contribution / active EE | $0 | $15,166-100.0% | $46,003-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $62-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $0 | $3,859-100.0% |