Filed March 19, 1996 (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.
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 |
|---|---|---|
MERRIL LYNCH1+ years Filed as: BANK OF AMERICA MERILL LYNCH Service code 26 RETIREMENT SERVICES NJ6-503-03-16 · GLEN ROCK, NJ 07452 | Advisory (Participants) | $138,571 |
Service code 21 · EIN 20-1239279 250 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Bank Trustee | $117,445 |
GOLDMAN SACHS1+ years Filed as: ADAGE CAPITAL PARTNERS Service code 21 · EIN 04-3574590 200 CLARENDON STREET · BOSTON, ME 02116 | Bank Trustee | $110,452 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON-LONDON INTERNATIONAL TRUST Service code 21 801 S CANAL STREET · CHICAGO, IL 60607 | Bank Trustee | $104,582 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 13 · EIN 13-5570651 525 WASHINGTON BLVD · JERSEY CITY, MD 07310 | Contract Administrator | $21,805 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 21 75 STATE STREET · BOSTON, MA 02109 | Bank Trustee | $9,908 |
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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -1.78% | -0.74%-1.0pp | -1.08%-0.7pp | -0.60%-1.2pp |
| Employer contribution / active EE | $6,515 | $12,555-48.1% | $35,779-81.8% | $12,272-46.9% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |