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 8-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 LLC2+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $1,425,209 |
Service code 11 · EIN 53-0181291 | Actuarial | $359,488 |
PETER CHANG ENTERPRISES, INC.2+ years Service code 16 · EIN 38-2958486 | Consulting | $163,871 |
FRASER TREBILCOCK DAVIS1 year Service code 29 · EIN 38-2259306 | Legal | $129,488 |
Filed as: SUNGARD GLOBAL NETWORK Service code 63 | 12b-1 Fees | $66,676 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $56,300 |
Filed as: AEROTEK Service code 16 · EIN 52-1822806 | Consulting | $37,905 |
Filed as: INDEPENDENT INSURANCE ANALYSTS, LLC Service code 23 17 AUGUST RD · SIMSBURY, CT 06070 | Direct payment from the plan; Insuran... | $7,500 |
REIGLEPRESS1 year Service code 36 1282 N GALE RD · DAVISON, MI 48423 | Copying and duplicating; Direct payme... | $6,971 |
SUNGUARD GLOBAL NETWORK1 year Service code 63 · EIN 51-0267091 | 12b-1 Fees | $0 |
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 1262.56% | 9.64%+1252.9pp | -102.03%+1364.6pp | 33.37%+1229.2pp |
| Employer contribution / active EE | $11,139 | $8,034+38.6% | $36,229-69.3% | $11,253-1.0% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |