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 LLC3+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $382,134 |
Filed as: CRAMER ROSENTHAL MCGLYNN,LLC Service code 28 · EIN 13-3977282 | Investment Management | $231,306 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $223,237 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $211,428 |
PETER CHANG ENTERPRISES, INC.3+ years Service code 16 · EIN 38-2958486 | Consulting | $198,200 |
Service code 28 · EIN 75-2403190 | Investment Management | $162,796 |
Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 | Investment Management | $110,148 |
FUND DIRECT ADVISORS1 year Filed as: FUND EVALUATION GROUP, LLC Service code 28 · EIN 01-0694771 | Investment Management | $103,938 |
FRASER TREBILCOCK DAVIS2 years Service code 29 · EIN 38-2259306 | Legal | $60,577 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $49,800 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 16.29% | 34.64%-18.4pp | 20.73%-4.4pp | 21.83%-5.5pp |
| Employer contribution / active EE | $7,588 | $7,654-0.9% | $36,500-79.2% | $12,237-38.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |