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. $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 LLC1+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 76-0400240 PO BOX 710812 · COLUMBUS, OH 432710812 | Securities Custodian | $485,062 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 27 · EIN 75-1910325 8800 CARILLON PKWY · ST PETERBURG, FL 337330520 | Advisory (Plan) | $292,174 |
LUTHER KING CAPITAL MANAGEMENT1+ years Service code 27 · EIN 75-0163033 310 COMMERCE ST · FT WORTH, TX 76102 | Advisory (Plan) | $232,039 |
RBC WEALTH MANAGEMENT1+ years Service code 27 8001 BRICKELL AVE · MIAMI, FL 33131 | Advisory (Plan) | $8,341 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,164 | $80,211+66.0% | $74,183+79.5% | $63,975+108.2% |
| Participation rate | 96.5% | 84.2%+12.3pp | 76.6%+19.9pp | 71.1%+25.4pp |
| Annual return | 4.49% | 14.13%-9.6pp | 17.74%-13.2pp | 48.65%-44.2pp |
| Employer contribution / active EE | $2,427 | $2,553-4.9% | $2,370+2.4% | $2,182+11.3% |
| Participant deferral / active EE | $3,313 | $4,370-24.2% | $3,550-6.7% | $3,356-1.3% |
| Admin fee / account holder | $613 | $67+812.1% | $5,586-89.0% | $70+770.3% |