Filed June 20, 1990
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 8-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 |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2384414 PO BOX 13793 · NEWARK, NJ 071880793 | Actuarial | $589,057 |
ROCATON INVESTMENT ADVISORS, LLC4+ years Service code 21 · EIN 04-3638035 PO BOX 1373 · NEWARK, NJ 07101 | Bank Trustee | $199,445 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK NA Service code 26 · EIN 13-4994650 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Advisory (Participants) | $145,574 |
Filed as: PRUDENTIAL TRUST CO. Service code 21 · EIN 23-6994310 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Bank Trustee | $111,625 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 PO BOX 905973 · CHARLOTTE, NC 282908973 | Bank Trustee | $44,508 |
FREED MAXICK CPAS PC2 years Filed as: FREED MAXICK CPAS PG Service code 10 · EIN 45-4051133 800 LIBERTY BUILDING · MADISON HEIGHTS, MI 48071 | Accounting | $5,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | -0.48% | 15.60%-16.1pp | 29.77%-30.2pp | 16.32%-16.8pp |
| Employer contribution / active EE | $66,603 | $11,838+462.6% | $33,607+98.2% | $17,007+291.6% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |