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, LLC2+ years Service code 12 · EIN 13-6477010 360 MADISON AVENUE · NEW YORK, NY 10017 | Claims processing | $11,707 |
Service code 10 · EIN 13-3628255 ONE BATTERY PARK PLAZA · NEW YORK, NY 10004 | Accounting | $7,600 |
THE VANGUARD GROUP, INC.1 year Service code 16 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Consulting | $6,381 |
BURY AND ASSOCIATES, INC.2+ years Service code 11 · EIN 22-3440983 1155 WEST CHESTNUT STREET · UNION, NJ 07083 | Actuarial | $6,380 |
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 | $52,729-100.0% | $286,961-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 12.6%-12.6pp |
| Annual return | 5.38% | 2.67%+2.7pp | 2.61%+2.8pp | 4.56%+0.8pp |
| Employer contribution / active EE | $8,345 | $6,411+30.2% | $24,109-65.4% | $15,526-46.3% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $148-100.0% | $1,711-100.0% |