Filed August 23, 2018
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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 74-6290627 | Bank Trustee | $595,615 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $581,305 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $234,839 |
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 208 SOUTH LASALLE STREET · CHICAGO, IL 60604 | Investment Management | $204,103 |
FROST BANK2+ years Filed as: FROST NATIONAL BANK Service code 27 · EIN 74-0635455 | Advisory (Plan) | $92,425 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF TEXAS WEALTH MANAGEMENT Service code 21 · EIN 74-2376834 | Bank Trustee | $90,761 |
WHITLEY PENN LLP2+ years Service code 10 · EIN 75-2393478 | Accounting | $25,650 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 11.34% | 12.17%-0.8pp | 12.88%-1.5pp | 17.84%-6.5pp |
| Employer contribution / active EE | $8,809 | $11,298-22.0% | $40,010-78.0% | $14,688-40.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |