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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $506,595 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $477,087 |
CRAMER ROSENTHAL MCGLYNN LLC3 years Filed as: CRAMER ROSENTHAL MCGLYNN,LLC Service code 28 · EIN 13-3977282 | Investment Management | $201,934 |
PETER CHANG ENTERPRISES, INC.5+ years Service code 15 · EIN 38-2958486 | Recordkeeping | $171,600 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $170,000 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $164,481 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 63 | 12b-1 Fees | $157,000 |
Service code 63 2100 ENTERPRISE AVENUE · GENEVA, IL 60134 | 12b-1 Fees | $155,084 |
FUND DIRECT ADVISORS3 years Filed as: FUND EVALUATION GROUP, LLC Service code 16 · EIN 01-0694771 | Consulting | $148,889 |
Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 | Investment Management | $136,282 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 7.40% | 35.98%-28.6pp | 10.75%-3.4pp | 15.63%-8.2pp |
| Employer contribution / active EE | $1,317 | $8,396-84.3% | $35,162-96.3% | $11,476-88.5% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |