Filed August 27, 2013
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 |
|---|---|---|
BECK, MACK & OLOVER, LLC1+ years Service code 12 · EIN 13-6477010 360 MADISON AVENUE · NEW YORK, NY 10017 | Claims processing | $50,909 |
Service code 10 · EIN 13-3628255 ONE BATTERY PARK PLAZA · NEW YORK, NY 10004 | Accounting | $7,400 |
BURY AND ASSOCIATES, INC.1+ years Service code 11 · EIN 22-3440983 1155 WEST CHESTNUT STREET · UNION, NJ 07083 | Actuarial | $6,410 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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% | $177,383-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.8%-23.8pp | 15.7%-15.7pp |
| Annual return | -7.72% | -2.30%-5.4pp | -0.48%-7.2pp | -7.14%-0.6pp |
| Employer contribution / active EE | $2,381 | $5,206-54.3% | $23,357-89.8% | $14,613-83.7% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $3,964-100.0% | $1,191-100.0% |