Filed December 2, 2011
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 |
|---|---|---|
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO.NA Service code 21 · EIN 94-3112180 | Bank Trustee | $212,703 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $30,000 |
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.
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 | $33,520-100.0% | $250,061-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 46.0%-46.0pp | 2.1%-2.1pp |
| Annual return | 2.92% | 7.65%-4.7pp | 7.82%-4.9pp | 7.65%-4.7pp |
| Employer contribution / active EE | $0 | $20,599-100.0% | $31,823-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $365-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $18,503-100.0% | $193-100.0% |