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 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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT7 years Filed as: LEGAL & GEN'L INVESTMT MGMT AMERICA Service code 50 · EIN 20-8058531 | Direct Payment | $490,762 |
Service code 50 · EIN 48-1140940 | Direct Payment | $462,812 |
FIAM LLC7 years Service code 50 · EIN 20-1733361 | Direct Payment | $401,995 |
PGIM INVESTMENTS7 years Filed as: JENNISON ASSOCIATES LLC Service code 50 · EIN 22-2540245 | Direct Payment | $356,219 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 50 · EIN 30-0835489 | Direct Payment | $293,155 |
Filed as: IR&M LONG GOV'T CREDIT FUND LLC Service code 50 · EIN 27-4823991 | Direct Payment | $143,705 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JPMORGAN CHASE BANK N.A. Service code 21 · EIN 13-6353795 | Bank Trustee | $99,665 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 50 · EIN 94-3112180 | Direct Payment | $86,731 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,650-100.0% | $308,621-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 62.7%-62.7pp | 57.2%-57.2pp | 44.0%-44.0pp |
| Annual return | 2.37% | 8.12%-5.7pp | 8.06%-5.7pp | 13.05%-10.7pp |
| Employer contribution / active EE | $0 | $44,127-100.0% | $42,627-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,864-100.0% |