Filed April 17, 2011
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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $163,005 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 94-1687665 | Bank Trustee | $82,453 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $15,475 |
3 funds of $250K or more; 4 lines in all, holding $14.1M of the plan's $20.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| DB SL Long-Term Credit BIF BNY · Collective trust | $5.5M | 39.3% |
| Cost Value Money Market Manager not matched · Money market | $5.2M | 36.9% |
| BNY Mellon Long Duration Fund BNY · Mutual fund | $3.3M | 23.6% |
| Private Equity Fund Maple Leaf Funds Manager not matched · Mutual fund | $26K | 0.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $226,918-100.0% | $226,918-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 19.4%-19.4pp | 17.5%-17.5pp | 39.2%-39.2pp |
| Annual return | 4.04% | 8.93%-4.9pp | 9.49%-5.4pp | 13.91%-9.9pp |
| Employer contribution / active EE | $5,191 | $31,546-83.5% | $29,215-82.2% | $35,282-85.3% |
| Participant deferral / active EE | $0 | $190-100.0% | $359-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $41,846-100.0% |