Filed November 6, 2008 (most recent of 2 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 |
|---|---|---|
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $443,095 |
Filed as: FIDELITY EMPLOYER SERVICES CO. LLC Service code 13 · EIN 04-3275867 | Contract Administrator | $250,455 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $30,000 |
KATZ, SAPPER & MILLER4+ years Filed as: KATZ, SAPPER, & MILLER, LLP Service code 10 · EIN 35-1090346 | Accounting | $21,000 |
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.
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -5.85% | 201.32%-207.2pp | 12.68%-18.5pp | 33.37%-39.2pp |
| Employer contribution / active EE | $6,612 | $10,877-39.2% | $22,860-71.1% | $11,253-41.2% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |