Filed January 1, 2012 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
LEAGUE OF VOLUNTARY HOSPITALS NY1+ years Service code 49 · EIN 13-2601380 | Other Services | $79,806 |
USI CONSULTING GROUP1+ years Service code 11 · EIN 13-4032401 | Actuarial | $27,173 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $19,109 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER Service code 28 · EIN 04-3492668 | Investment Management | $14,988 |
CRAMER ROSENTHAL MCGLYNN LLC1+ years Service code 28 · EIN 13-3977282 | Investment Management | $13,018 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 16 · EIN 04-3515240 | Consulting | $10,961 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $8,999 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $6,372 |
Service code 28 · EIN 13-4021938 | Investment Management | $6,013 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $5,840 |
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.
Annual investment return 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 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -5.36% | -2.03%-3.3pp | -2.00%-3.4pp | 2.81%-8.2pp |
| Employer contribution / active EE | $8,043 | $9,185-12.4% | $34,470-76.7% | $16,358-50.8% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |