Filed April 21, 2005 (most recent of 6 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 |
|---|---|---|
US BANK1 year Filed as: U.S. BANCORP Service code 13 · EIN 41-0255900 | Contract Administrator | $4,628,561 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JP MORGAN CHASE Service code 11 270 PARK AVENUE · NEW YORK, NY 100172070 | Actuarial | $1,514,312 |
KEYBANK NATIONAL ASSOCIATION2 years Filed as: KEYBANK Service code 29 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Legal | $367,711 |
SEI INVESTMENTS10+ years Filed as: SEI INVESTMENT Service code 21 · EIN 04-2452803 | Bank Trustee | $195,539 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO & CO. Service code 28 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Investment Management | $133,033 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 16 12505 PARK POTOMAC AVENUE · POTOMAC, MD 20854 | Consulting | $30,000 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 13 · EIN 25-1435979 | Contract Administrator | $5,300 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | -19.16% | 3.51%-22.7pp | 5.17%-24.3pp | 13.05%-32.2pp |
| Employer contribution / active EE | $0 | $33,893-100.0% | $26,422-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |