Filed October 25, 1999 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 16 · EIN 22-2232264 | Consulting | $1,208,559 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-4494650 | Investment Management | $595,380 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 56-6484434 | Bank Trustee | $127,845 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 | Actuarial | $74,090 |
CITISTREET, LLC2+ years Service code 13 ONE HERITAGE DRIVE · NORTH QUINCY, MA 02171 | Contract Administrator | $48,697 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $28,680 |
Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $5,472 |
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 6.23% | 6.04%+0.2pp | 5.44%+0.8pp | 9.19%-3.0pp |
| Employer contribution / active EE | $16,458 | $12,925+27.3% | $25,481-35.4% | $12,608+30.5% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |