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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $223,661 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $198,333 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $198,006 |
PETER CHANG ENTERPRISES, INC.4+ years Service code 15 · EIN 38-2958486 | Recordkeeping | $167,400 |
Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 | Investment Management | $160,937 |
Filed as: BARROW HANLEY GLOBAL ADVISORS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $140,785 |
CRAMER ROSENTHAL MCGLYNN LLC2 years Filed as: CRAMER ROSENTHAL MCGLYNN,LLC Service code 28 · EIN 13-3977282 | Investment Management | $138,436 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 63 | 12b-1 Fees | $137,599 |
Service code 63 2100 ENTERPRISE AVENUE · GENEVA, IL 60134 | 12b-1 Fees | $133,675 |
FUND DIRECT ADVISORS2 years Filed as: FUND EVALUATION GROUP, LLC Service code 16 · EIN 01-0694771 | Consulting | $123,657 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 10.36% | 12.77%-2.4pp | 90.60%-80.2pp | 12.86%-2.5pp |
| Employer contribution / active EE | $35,918 | $8,963+300.7% | $32,727+9.7% | $13,687+162.4% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |