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 LLC9+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $254,309 |
STATE STREET GLOBAL ADVISORS9+ years Service code 28 · EIN 04-1867445 | Investment Management | $135,692 |
PRICEWATERHOUSECOOPERS LLP9+ years Filed as: PRICEWATERHOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $71,416 |
MERCER1 year Service code 17 · EIN 13-2834414 | Pension Consulting | $37,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $282,865-100.0% | $2,703,652-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 12.4%-12.4pp | 7.7%-7.7pp | 12.4%-12.4pp |
| Annual return | 11.26% | 9.89%+1.4pp | 6.73%+4.5pp | 9.89%+1.4pp |
| Employer contribution / active EE | $0 | $14,313-100.0% | $34,949-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $62-100.0% | $86-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | - | $9,084-100.0% |