Filed April 30, 2013
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $6,046,320 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,572,107 |
ALBOURNE AMERICA LLC3+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $240,000 |
Filed as: MEMORIAL SLOAN KETTERING CANCER CTR Service code 15 · EIN 13-1924236 | Recordkeeping | $212,791 |
BLACKSTONE2 years Filed as: BLACKSTONE REAL ESTATE PARTNER Service code 27 · EIN 47-3395623 | Advisory (Plan) | $90,000 |
CAYMAN LP2 years Service code 27 | Advisory (Plan) | $57,282 |
Filed as: RISK COMPLIANCE PERFORMANCE SOLNS Service code 16 · EIN 27-4064715 | Consulting | $19,468 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 14.92% | 14.80%+0.1pp | 10.16%+4.8pp | 16.32%-1.4pp |
| Employer contribution / active EE | $20,267 | $5,344+279.2% | $33,192-38.9% | $12,766+58.8% |
| Participant deferral / active EE | $94 | $48+94.3% | $66+42.7% | $800-88.3% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |