Filed July 19, 1991
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 |
|---|---|---|
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT GROUP(US) INC. Service code 50 1105 MARKET STREET · WILMINGTON, DE 19801 | Direct Payment | $80,824 |
JPMORGAN INVEST HOLDINGS LLC9 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 52 | Indirect Investment Fees | $59,028 |
ALBOURNE AMERICA LLC1 year Service code 17 425 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Pension Consulting | $24,989 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $650,319 | $122,259+431.9% | $147,005+342.4% | $199,768+225.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 7.63% | 30.58%-22.9pp | 418.76%-411.1pp | 34.26%-26.6pp |
| Employer contribution / active EE | $45,492 | $4,097+1010.3% | $4,934+822.0% | $3,037+1398.1% |
| Participant deferral / active EE | $0 | $8,504-100.0% | $8,070-100.0% | $5,090-100.0% |
| Admin fee / account holder | $27 | $179-84.8% | $13,006-99.8% | $269-89.9% |