Filed February 18, 1998 (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 |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.2+ years Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $135,893 |
BPS&M2+ years Filed as: BPS & M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $35,600 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: J.P. MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $34,548 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $25,000 |
Service code 28 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $7,714 |
DEMING MALONE LIVESAY & OSTROFF2+ years Filed as: DEMING, MALONE, LIVESAY & OSTROFF Service code 10 · EIN 61-1064249 | Accounting | $7,625 |
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.
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.
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 | $49,677-100.0% | $500,101-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 21.3%-21.3pp | 3.6%-3.6pp |
| Annual return | 8.37% | 11.88%-3.5pp | 2.08%+6.3pp | 11.88%-3.5pp |
| Employer contribution / active EE | $13,964 | $14,612-4.4% | $47,324-70.5% | $14,612-4.4% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $1,916-100.0% | $637-100.0% |