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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $2,319,583 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $2,318,505 |
SEI INVESTMENTS3+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $1,787,892 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $266,573 |
CIGNA INVESTMENTS INC3+ years Filed as: CIGNA HEALTH AND LIFE INSURANCE CO Service code 12 · EIN 59-1031071 | Other services; Named fiduciary; Non-... | $187,222 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $163,164 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE CO Service code 12 · EIN 13-5581829 | Contract Administrator; Claims proces... | $14,406 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER WOLFF AND DONNELLEY LLP Service code 29 · EIN 41-0677208 | Legal | $13,419 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 12 · EIN 06-6033492 | Direct payment from the plan; Claims ... | $8,877 |
CIGNA INVESTMENTS INC3+ years Filed as: CIGNA Service code 12 | Direct payment from the plan; Partici... | $0 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $180,484-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 10.1%-10.1pp | 5.3%-5.3pp |
| Annual return | 14.85% | 1057.21%-1042.4pp | 10.53%+4.3pp | 1057.21%-1042.4pp |
| Employer contribution / active EE | $0 | $14,374-100.0% | $29,360-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $54-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,273-100.0% | $81,210-100.0% |