Filed September 16, 1994 (most recent of 2 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 10-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 |
|---|---|---|
AON CONSULTING7 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $3,766,901 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $1,099,339 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $856,098 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $819,309 |
NORTHERN TRUST COMPANY9 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $552,480 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 18 · EIN 33-0629048 | Custodial (securities); Investment ma... | $251,670 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 18 · EIN 48-1140940 | Custodial (securities); Investment ma... | $206,635 |
Service code 18 · EIN 98-1693930 | Custodial (other than securities); In... | $188,100 |
VAN BERKOM & ASSOCIATES5 years Filed as: VAN BERKOM AND ASSOCIATES INC Service code 18 · EIN 98-0462020 | Investment management; Investment man... | $140,020 |
OLSEN THIELEN & CO., LTD.6 years Service code 10 · EIN 41-1360831 | Accounting | $107,400 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 2.99% | 8.85%-5.9pp | 6.78%-3.8pp | 8.85%-5.9pp |
| Employer contribution / active EE | $1,434 | $8,529-83.2% | $25,154-94.3% | $8,529-83.2% |
| Participant deferral / active EE | $0 | $399-100.0% | $47-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |