Filed August 23, 2013 (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 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $90,080 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $75,418 |
Service code 16 · EIN 26-0058143 | Consulting | $67,500 |
Filed as: JPMORGAN CHASE BANK, NA Service code 16 · EIN 13-4994650 | Consulting | $22,763 |
Filed as: EMPOWER CAPITAL MANAGEMENT, LLC Service code 13 · EIN 84-1444062 | Contract Administrator | $17,074 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $282,865-100.0% | $431,983-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 66.7%-66.7pp | 12.4%-12.4pp |
| Annual return | 11.47% | 9.36%+2.1pp | 9.65%+1.8pp | 9.89%+1.6pp |
| Employer contribution / active EE | $0 | $8,354-100.0% | $50,004-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $224-100.0% | $62-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $35,292-100.0% | $9,084-100.0% |