Filed June 14, 2008 (most recent of 6 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 3-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 |
|---|---|---|
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING, LLP Service code 11 · EIN 23-2798165 | Actuarial | $57,105 |
FRASER TREBILCOCK DAVIS1+ years Filed as: FRASER TREBILCOCK DAVIS & DUNLAP PC Service code 29 · EIN 38-2259306 | Legal | $23,682 |
PETER CHANG ENTERPRISES, INC.1+ years Service code 17 · EIN 38-2958486 | Pension Consulting | $21,344 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $16,799 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $15,025 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 1.71% | 4.01%-2.3pp | -2.00%+3.7pp | 1.67%0pp |
| Employer contribution / active EE | $1,118 | $6,352-82.4% | $34,470-96.8% | $10,506-89.4% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |