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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $113,155 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT GROUP(US) INC. Service code 50 1105 MARKET STREET · WILMINGTON, DE 19801 | Direct Payment | $74,008 |
ALBOURNE AMERICA LLC1 year Service code 17 425 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Pension Consulting | $43,731 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | -0.33% | 8.85%-9.2pp | 8.05%-8.4pp | 8.85%-9.2pp |
| Employer contribution / active EE | $4,291 | $8,529-49.7% | $42,669-89.9% | $8,529-49.7% |
| Participant deferral / active EE | $0 | $399-100.0% | $71-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |