Filed December 18, 2009
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 |
|---|---|---|
RYAN LABS ASSET MANAGEMENT8+ years Filed as: RYAN LABS Service code 28 · EIN 47-3503928 | Investment Management | $28,125 |
USI CONSULTING GROUP8+ years Service code 11 · EIN 13-4032401 | Actuarial | $25,370 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $18,029 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $398,892-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 12.4%-12.4pp |
| Annual return | -6.02% | 9.27%-15.3pp | 8.55%-14.6pp | 9.89%-15.9pp |
| Employer contribution / active EE | $0 | $11,327-100.0% | $37,109-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $77,551-100.0% | $9,084-100.0% |