Filed April 23, 2001 (most recent of 5 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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-3275867 | Recordkeeping | $2,549,561 |
INSIGHT NORTH AMERICA LLC5 years Filed as: INSIGHT INVESTMENT Service code 28 · EIN 82-0983489 | Investment Management | $1,125,069 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,062,568 |
Service code 28 · EIN 48-1140940 | Investment Management | $914,806 |
NORTHERN TRUST COMPANY11+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $404,612 |
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $158,601 |
Filed as: NOMURA INVESTMENT MANAGEMENT ADV Service code 28 · EIN 23-2859590 | Investment Management | $141,526 |
ERNST & YOUNG LLP11+ years Service code 10 · EIN 34-6565596 | Accounting | $66,650 |
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.
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 9.24% | 9.57%-0.3pp | 37.43%-28.2pp | 9.57%-0.3pp |
| Employer contribution / active EE | $0 | $8,891-100.0% | $38,058-100.0% | $8,891-100.0% |
| Participant deferral / active EE | $0 | $333-100.0% | $121-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |