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 LLP2+ years Filed as: DELOITTE CONSULTING, LLP Service code 11 · EIN 23-2798165 | Actuarial | $371,446 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $73,174 |
PETER CHANG ENTERPRISES, INC.2+ years Service code 17 · EIN 38-2958486 | Pension Consulting | $69,086 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $50,985 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $43,209 |
FRASER TREBILCOCK DAVIS2+ years Filed as: FRASER TREBILCOCK DAVIS & DUNLAP PC Service code 29 · EIN 38-2259306 | Legal | $35,228 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $30,800 |
Filed as: AEROTEK, INC. Service code 16 · EIN 52-1822806 | Consulting | $10,600 |
RIEGLEPRESS1 year Service code 36 1282 N GALE RD · DAVISON, MI 48423 | Direct payment from the plan; Copying... | $9,139 |
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% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 63.14% | 9.41%+53.7pp | 5.00%+58.1pp | 9.19%+54.0pp |
| Employer contribution / active EE | $4,704 | $8,353-43.7% | $35,918-86.9% | $12,608-62.7% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |