Filed October 18, 2004
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $62,097 |
Filed as: JP MORGAN CHASE Service code 16 · EIN 75-2057308 | Consulting | $17,500 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 | Recordkeeping | $5,319 |
MERCER1 year Filed as: MERCER HR SERVICES Service code 15 · EIN 20-1932099 | Recordkeeping | $1,898 |
Service code 33 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Service code 33 | Securities brokerage commissions and ... | $0 |
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 | $55,603 | $69,305-19.8% | $82,313-32.4% | $69,631-20.1% |
| Participation rate | 96.1% | 80.3%+15.9pp | 76.9%+19.2pp | 70.7%+25.4pp |
| Annual return | 18.38% | 21.47%-3.1pp | 25.88%-7.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $3,929 | $1,887+108.3% | $2,428+61.8% | $2,032+93.3% |
| Participant deferral / active EE | $2,541 | $3,568-28.8% | $3,706-31.4% | $3,224-21.2% |
| Admin fee / account holder | $106 | $97+9.3% | $5,608-98.1% | $110-3.8% |