Filed November 9, 2005
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 LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $5,230,325 |
Filed as: QUANTITATIVE MGMT ASSOCIATES LLC Service code 28 · EIN 33-1077887 | Investment Management | $3,578,883 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,875,219 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $2,861,260 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $2,812,500 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Service code 28 1000 WILSON BOULEVARD · ARLINGTON, VA 22209 | Investment Management | $2,040,316 |
Filed as: PRUDENTIAL INVESTMENT MGMT, INC. Service code 28 · EIN 22-2540245 | Investment Management | $2,015,554 |
BLACKROCK1+ years Filed as: BLACKROCK INST'L TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,724,077 |
OAKBROOK INVESTMENTS, LLC1+ years Service code 28 · EIN 36-4211742 | Investment Management | $1,676,741 |
PYRFORD INTERNATIONAL LTD1+ years Filed as: PYRFORD INTERNATIONAL PLC Service code 28 · EIN 04-3369476 | Investment Management | $1,387,432 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 11 reportable transactions. $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $10,105-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 11.1%-11.1pp | 9.2%-9.2pp |
| Annual return | -0.55% | -0.08%-0.5pp | 16.23%-16.8pp | -0.08%-0.5pp |
| Employer contribution / active EE | $33,914 | $7,991+324.4% | $17,605+92.6% | $7,991+324.4% |
| Participant deferral / active EE | $0 | $325-100.0% | $237-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $11-100.0% | $275-100.0% |