Filed December 20, 2016 (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 6-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 MELLON2+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 BANK OF AMERICA, NA NJ2-130-03-27 · PENNINGTON, NJ 08534 | Recordkeeping | $283,020 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $59,662 |
HOOKER & HOLCOMBE, INC.2+ years Service code 11 · EIN 06-0854693 65 LASALLE ROAD · WEST HARTFORD, CT 06107 | Actuarial | $19,825 |
BLUM SHAPIRO2+ years Filed as: BLUM SHAPIRO & COMPANY, P.C. Service code 10 · EIN 06-1009205 29 SOUTH MAIN STREET · WEST HARTFORD, CT 06127 | Accounting | $14,588 |
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 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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 5.43% | 16.85%-11.4pp | 5.44%0pp | 11.88%-6.5pp |
| Employer contribution / active EE | $10,445 | $10,313+1.3% | $25,481-59.0% | $14,612-28.5% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |