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 |
|---|---|---|
Service code 28 · EIN 48-1140940 | Investment Management | $515,219 |
AON CONSULTING3+ years Service code 28 · EIN 22-2322624 | Investment Management | $208,431 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A Service code 28 · EIN 13-4994650 | Investment Management | $158,641 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 22-2232264 | Consulting | $144,745 |
RANDSTAD NORTH AMERICA2 years Filed as: RANDSTAD PROFESSIONALS US LP Service code 13 · EIN 58-2426357 | Contract Administrator | $38,724 |
Service code 13 · EIN 13-3865009 | Contract Administrator | $12,014 |
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.
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 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 12.64% | 16.52%-3.9pp | 14.20%-1.6pp | 17.84%-5.2pp |
| Employer contribution / active EE | $0 | $13,798-100.0% | $27,968-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |