Filed September 13, 2007 (most recent of 4 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 LLC2 years Filed as: JP MORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $298,259 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $182,715 |
Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $19,271 |
WISS & COMPANY, LLP4 years Service code 10 · EIN 22-1732349 | Accounting | $14,750 |
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.
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 | $409,661-100.0% | $75,924-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 52.9%-52.9pp | 1.7%-1.7pp |
| Annual return | 12.47% | 627.08%-614.6pp | 6.78%+5.7pp | 627.08%-614.6pp |
| Employer contribution / active EE | $8,639 | $18,824-54.1% | $28,542-69.7% | $18,824-54.1% |
| Participant deferral / active EE | $0 | $418-100.0% | $763-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,754-100.0% | $1,923-100.0% |