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 | $426,065 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-4494650 | Investment Management | $242,129 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 56-6484434 | Bank Trustee | $85,445 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 | Actuarial | $57,267 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $28,680 |
CITISTREET, LLC2+ years Service code 13 ONE HERITAGE DRIVE · NORTH QUINCY, MA 02171 | Contract Administrator | $23,867 |
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.36% | 17.94%-11.6pp | 5.44%+0.9pp | 7.18%-0.8pp |
| Employer contribution / active EE | $17,084 | $12,263+39.3% | $25,481-33.0% | $13,095+30.5% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |