Filed February 27, 2006 (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 |
|---|---|---|
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGENENT Service code 28 · EIN 13-3575636 | Investment Management | $459,231 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JPMORGAN CHASE BANK. N.A. Service code 11 · EIN 13-4994650 | Actuarial | $152,000 |
AON CONSULTING2 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $142,371 |
ERNST & YOUNG LLP7 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 13-3364256 | Accounting | $33,000 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $15,364 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 1.16% | 8.51%-7.4pp | 10.54%-9.4pp | 8.76%-7.6pp |
| Employer contribution / active EE | $0 | $16,216-100.0% | $26,782-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |