Filed September 24, 1992
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 LLC9 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $424,836 |
RYAN LABS ASSET MANAGEMENT7 years Filed as: RYAN YOUNGMAN Service code 14 · EIN 15-6035161 | Plan Administrator | $279,328 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 11-3658445 | Recordkeeping | $120,085 |
WAYCROSS PARTNERS LLC2 years Service code 50 · EIN 11-3774100 | Direct Payment | $111,902 |
WILLIAM BLAIR6 years Filed as: WILLIAM ATHERTON Service code 30 · EIN 15-6035161 | Employee (plan); Direct payment from ... | $109,185 |
PRONEXUS LLC7 years Service code 49 · EIN 45-4449275 | Other Services | $97,168 |
VANESSA SCHARF6 years Service code 30 · EIN 15-6035161 | Employee (plan); Direct payment from ... | $82,642 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 | Legal | $76,319 |
CECY WILSON6 years Service code 30 · EIN 15-6035161 | Employee (plan); Direct payment from ... | $71,265 |
DIANA SALESKY5 years Filed as: DIANA WOZNIAK Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $69,193 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.78% | 10.33%-1.6pp | 8.09%+0.7pp | 9.30%-0.5pp |
| Employer contribution / active EE | $20,178 | $14,972+34.8% | $28,732-29.8% | $12,557+60.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |