Filed September 21, 2006 (most recent of 4 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 |
|---|---|---|
WESTWOOD TRUST6+ years Service code 21 · EIN 75-1447785 | Bank Trustee | $240,942 |
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $122,163 |
PORTFOLIO EVALUATIONS, INC.4 years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189065 | Advisory (Plan) | $48,116 |
Filed as: JP MORGAN CHASE Service code 27 270 MADISON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $27,244 |
EISNERAMPER LLP6+ years Service code 10 · EIN 13-1639826 | Accounting | $21,150 |
Filed as: SIGNATURE BANK Service code 27 565 FIFTH AVENUE · NEWYORK, NY 10017 | Advisory (Plan) | $7,033 |
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.
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 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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 9.49% | 13.15%-3.7pp | -2.84%+12.3pp | 11.45%-2.0pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |