Filed May 31, 2012
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 LLC8 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,440,334 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $694,417 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $679,035 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $527,209 |
NORTHERN TRUST COMPANY6 years Service code 18 · EIN 36-1561860 | Investment management; Trustee (direc... | $509,379 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $374,770 |
Service code 28 · EIN 45-3556205 | Investment Management | $365,030 |
CREDIT SUISSE6 years Service code 28 · EIN 13-2774791 | Investment Management | $324,724 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS HERITAGE TRUST COMPANY Service code 10 · EIN 02-0507414 | Accounting | $192,289 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $139,294 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 7.02% | 8.85%-1.8pp | 6.78%+0.2pp | 8.85%-1.8pp |
| Employer contribution / active EE | $7,776 | $8,529-8.8% | $25,154-69.1% | $8,529-8.8% |
| Participant deferral / active EE | $0 | $399-100.0% | $47-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |