Filed April 5, 1995
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 |
|---|---|---|
Filed as: JP MORGAN CLEARING CORP Service code 28 · EIN 13-3604093 | Investment Management | $136,802 |
RIVER AND MERCANTILE LLC1 year Service code 11 · EIN 04-3513306 | Actuarial | $87,973 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES Service code 28 · EIN 13-4110995 | Investment Management | $48,410 |
KEY BANK NATIONAL ASSOCIATION4+ years Filed as: KEY BANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $31,740 |
Filed as: BOYD WATTERSON ASSET MGMT Service code 28 · EIN 36-3027981 | Investment Management | $12,768 |
MCDONALD HOPKINS, LLC3 years Filed as: MCDONALD HOPKINS LLC Service code 29 · EIN 34-1059058 | Legal | $524 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $463,922-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 17.6%-17.6pp | 4.7%-4.7pp |
| Annual return | -30.44% | -0.69%-29.8pp | 60.62%-91.1pp | -0.69%-29.8pp |
| Employer contribution / active EE | $10,427 | $16,786-37.9% | $61,657-83.1% | $16,786-37.9% |
| Participant deferral / active EE | $0 | $525-100.0% | $288-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $23-100.0% | $124-100.0% |