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 BARNEY3 years Filed as: J.P. MORGAN INVESTMENT MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,497,693 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,557,517 |
Service code 17 CHANNEL CENTER · BOSTON, MA 02210 | Pension Consulting | $300,000 |
PETER CHANG ENTERPRISES, INC.6+ years Service code 15 · EIN 38-2958486 | Recordkeeping | $265,450 |
COMERICA BANK4 years Service code 19 · EIN 42-1741646 | Securities Custodian | $218,387 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $206,023 |
FUND DIRECT ADVISORS4 years Filed as: FUND EVALUATION GROUP, LLC Service code 16 · EIN 01-0694771 | Consulting | $199,275 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE LLP Service code 11 · EIN 13-5133500 | Actuarial | $161,975 |
Filed as: MILLER CANFIELD PADDOCK AND STONE Service code 29 · EIN 38-0836500 | Legal | $109,020 |
Service code 49 · EIN 38-2397643 | Other Services | $98,558 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $270,125-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 1.5%-1.5pp |
| Annual return | -19.24% | -2.41%-16.8pp | -38.85%+19.6pp | 23.41%-42.7pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,752-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |