Filed February 2, 2000 (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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $389,121 |
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $199,269 |
AMERICAN REALTY ADVISORS4 years Filed as: NEW YORK BANKERS ASSOCIATION Service code 14 · EIN 13-1882974 | Plan Administrator | $80,353 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $25,830 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -24.84% | 38.53%-63.4pp | -3.21%-21.6pp | 2.77%-27.6pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,019-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |