Filed December 30, 2010 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $170,475 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 14 · EIN 13-6038768 | Plan Administrator | $124,794 |
CITIBANK1 year Filed as: CITIBANK NA Service code 14 · EIN 13-5266470 | Plan Administrator | $66,637 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $35,025 |
Service code 11 · EIN 27-1175487 | Actuarial | $26,341 |
Filed as: FIFTH THIRD BANCORP Service code 27 · EIN 31-0854434 | Advisory (Plan) | $6,802 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 14.16% | 10.60%+3.6pp | -2.84%+17.0pp | 627.08%-612.9pp |
| Employer contribution / active EE | $32,353 | $19,729+64.0% | $33,329-2.9% | $18,824+71.9% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |