Filed February 15, 2005 (most recent of 3 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 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 |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $98,104 |
Filed as: CFS CONSULTING Service code 50 · EIN 22-3558384 | Direct Payment | $50,000 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST Service code 21 · EIN 22-3558384 | Bank Trustee | $42,157 |
PKF O'CONNOR DAVIES, LLP10+ years Service code 10 · EIN 27-1728945 | Accounting | $39,848 |
INCOME RESEARCH & MANAGEMENT10+ years Service code 28 · EIN 04-2955404 | Investment Management | $32,359 |
THE BANK OF NEW YORK MELLON9 years Filed as: BNY MELLON Service code 50 · EIN 13-5160382 | Direct Payment | $21,063 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $197,205-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 26.7%-26.7pp | 2.1%-2.1pp |
| Annual return | 8.64% | 9.14%-0.5pp | 9.79%-1.2pp | 9.14%-0.5pp |
| Employer contribution / active EE | $5,754 | $19,963-71.2% | $40,174-85.7% | $19,963-71.2% |
| Participant deferral / active EE | $0 | $919-100.0% | $199-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,949-100.0% | $200-100.0% |