Filed November 26, 2007 (most recent of 2 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 9-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 LLC4 years Filed as: JP MORGAN CHASE & CO Service code 21 · EIN 13-4994650 | Bank Trustee | $928,900 |
Filed as: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $224,010 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $106,652 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $39,000 |
WATSONRICE LLP1 year Service code 10 · EIN 26-1726741 | Accounting | $38,600 |
ROPES & GRAY LLP4 years Filed as: ROPES & GRAY Service code 29 800 BOYLSTON STREET · BOSTON, MA 01299 | Legal | $14,722 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 53.4%-53.4pp | 0.0%0pp |
| Annual return | 8.56% | 9.22%-0.7pp | 6.25%+2.3pp | 9.22%-0.7pp |
| Employer contribution / active EE | $2,727 | $13,567-79.9% | $26,962-89.9% | $13,567-79.9% |
| Participant deferral / active EE | $0 | $575-100.0% | $517-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |