Filed May 26, 2004
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: VOYA FINANCIAL Service code 15 · EIN 41-0991508 | Recordkeeping | $321,896 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $269,342 |
M. SCADUTO1+ years Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $207,896 |
DAY PITNEY LLP1+ years Filed as: DAY PITNEY, LLP Service code 29 · EIN 06-0317480 | Legal | $202,779 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 23 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting fees; Insurance services | $173,701 |
R. SCHEER1+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $105,767 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $86,357 |
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $80,222 |
N. PICINICH1+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $65,581 |
L. CHARLEY1+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $51,063 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,375 | $65,292-47.4% | $78,689-56.3% | $65,292-47.4% |
| Participation rate | 87.5% | 72.4%+15.0pp | 73.6%+13.9pp | 72.4%+15.0pp |
| Annual return | 0.01% | 11.84%-11.8pp | 62.18%-62.2pp | 11.84%-11.8pp |
| Employer contribution / active EE | $173 | $2,302-92.5% | $2,851-93.9% | $2,302-92.5% |
| Participant deferral / active EE | $2,510 | $3,579-29.9% | $3,517-28.6% | $3,579-29.9% |
| Admin fee / account holder | $102 | $57+77.6% | $4,510-97.7% | $57+77.6% |