Filed March 18, 2011
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 8-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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $221,945 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMCB LONG CREDIT FUND Service code 28 · EIN 13-4027152 | Investment Management | $79,459 |
ERNST & YOUNG LLP2+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $43,280 |
BLACKROCK2+ years Filed as: BLACKROCK LONG DURATION CORPORATE Service code 28 · EIN 27-4520291 | Investment Management | $39,491 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MICRO CAP FUND Service code 28 · EIN 20-3460618 | Investment Management | $35,619 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $12,702 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 4.99% | 9.41%-4.4pp | 5.00%0pp | 9.19%-4.2pp |
| Employer contribution / active EE | $19,278 | $8,353+130.8% | $35,918-46.3% | $12,608+52.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |