Filed December 11, 2006 (most recent of 4 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 |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 06-0850628 401 NORTH TYRON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $57,950 |
HOOKER & HOLCOMBE, INC.1+ years Service code 11 · EIN 06-0854693 65 LASALLE RD. · WEST HARTFORD, CT 061072397 | Actuarial | $26,400 |
BLUM SHAPIRO1+ years Filed as: BLUM, SHAPIRO & COMPANY, P.C. Service code 10 · EIN 06-1009205 29 SOUTH MAIN STREET · WEST HARTFORD, CT 061272000 | Accounting | $14,000 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1000 HARBOR BLVD · WEEHAWKEN, NJ 070866790 | Advisory (Plan) | $7,500 |
WIGGIN & DANA LLP1+ years Filed as: WIGGIN & DANA LLC Service code 29 · EIN 06-0590100 | Legal | $7,485 |
LORD ABBETT1+ years Service code 21 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Bank Trustee | $1,517 |
RIDGEWORTH1+ years Filed as: SEIX Service code 27 · EIN 13-3673813 300 TICE BOULEVARD · WOODCLIFF LAKE, NJ 076778406 | Advisory (Plan) | $1,492 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ Service code 21 · EIN 06-1349805 680 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Bank Trustee | $1,281 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $50,876-100.0% | $186,087-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 15.7%-15.7pp |
| Annual return | -2.27% | -1.85%-0.4pp | -2.13%-0.1pp | -7.14%+4.9pp |
| Employer contribution / active EE | $2,559 | $9,669-73.5% | $34,127-92.5% | $14,613-82.5% |
| Participant deferral / active EE | $0 | $463-100.0% | $131-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $941-100.0% | $1,191-100.0% |