Filed May 12, 2003 (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 9-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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $441,774 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $295,147 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $154,817 |
Filed as: BENCIVENGA WARD & COMPANY Service code 10 · EIN 13-3274930 | Accounting | $18,780 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATION, INC Service code 28 · EIN 36-2875489 | Investment Management | $17,500 |
PEAPACK-GLADSTONE BANK1+ years Service code 26 · EIN 22-2491488 | Advisory (Participants) | $8,750 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $6,899 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $252,559-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.0%0pp |
| Annual return | -1.38% | 1.67%-3.1pp | -1.68%+0.3pp | 1.67%-3.1pp |
| Employer contribution / active EE | $2,113 | $10,506-79.9% | $44,959-95.3% | $10,506-79.9% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $330-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $12,994-100.0% | $66,276-100.0% |