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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,711,351 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $158,270 |
Filed as: MILLER CANFIELD PADDOCK AND STONE Service code 29 · EIN 38-0836500 | Legal | $117,748 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $95,000 |
PETER CHANG ENTERPRISES, INC.7+ years Service code 15 · EIN 38-2958486 | Recordkeeping | $68,700 |
K&L GATES1 year Service code 29 210 SIXTH AVENUE · PITTSBURGH, PA 15222 | Legal | $60,047 |
COMERICA BANK5 years Service code 19 · EIN 42-1741646 | Securities Custodian | $55,597 |
FUND DIRECT ADVISORS5 years Filed as: FUND EVALUATION GROUP, LLC Service code 16 · EIN 01-0694771 | Consulting | $45,903 |
Service code 49 · EIN 38-2397643 | Other Services | $35,496 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 72 | Other investment fees and expenses | $8,980 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $262,251-100.0% | $250,986-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.8%-55.8pp |
| Annual return | 4.10% | 34.46%-30.4pp | 32.30%-28.2pp | 24.42%-20.3pp |
| Employer contribution / active EE | $0 | $35,995-100.0% | $33,955-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,079-100.0% |