Filed July 6, 2007 (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 9-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 |
|---|---|---|
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 30-0282430 | Investment Management | $2,658,964 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $893,418 |
KKR PRISMA5+ years Service code 28 · EIN 13-2857105 | Investment Management | $492,957 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $189,889 |
CITIBANK5+ years Service code 19 · EIN 13-5266470 | Securities Custodian | $103,302 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 15.19% | 5230.06%-5214.9pp | 9.52%+5.7pp | 5230.06%-5214.9pp |
| Employer contribution / active EE | $14,529 | $10,491+38.5% | $41,951-65.4% | $10,491+38.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |