Filed April 14, 1999 (most recent of 3 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 |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 15 · EIN 52-1883918 | Recordkeeping | $1,289,756 |
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $309,533 |
MERCER10+ years Service code 10 · EIN 13-2834414 | Accounting | $144,530 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE & CO. Service code 21 · EIN 13-4994650 | Bank Trustee | $109,409 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $49,335 |
Filed as: VOYA Service code 28 · EIN 06-1440627 | Investment Management | $40,302 |
BLACKROCK10+ years Service code 28 · EIN 94-3112180 | Investment Management | $5,514 |
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.
Annual investment return 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 | $628,955-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | 1.55% | 9.30%-7.8pp | 8.15%-6.6pp | 9.30%-7.8pp |
| Employer contribution / active EE | $3,427 | $12,557-72.7% | $42,534-91.9% | $12,557-72.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $12-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $12,760-100.0% | - |