Filed December 20, 2013 (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 |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 780 3RD AVE · NEW YORK, NY 10017 | Investment Management | $55,083 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK RETIREMENT GROUP Service code 11 40 WALL STREET · NEW YORK, NY 10005 | Actuarial | $37,197 |
CHIMENTO AND WEBB PC1+ years Filed as: CHIMENTO & WEBB, P.C. Service code 29 333 ELM STREET · DEDHAM, MA 02026 | Legal | $26,038 |
CARON & BLETZER, PLLC1+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $14,659 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON BANK Service code 18 · EIN 02-5065306 | Other fees; Custodial (other than sec... | $10,250 |
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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 8.55% | 45.66%-37.1pp | 5.00%+3.5pp | 11.88%-3.3pp |
| Employer contribution / active EE | $0 | $9,637-100.0% | $35,918-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |