Filed August 14, 2003
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 7-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 |
|---|---|---|
LEAGUE OF VOLUNTARY HOSPITALS NY1+ years Service code 49 · EIN 13-2601380 | Other Services | $209,850 |
USI CONSULTING GROUP1+ years Service code 11 · EIN 13-4032401 | Actuarial | $108,733 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $89,656 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $58,557 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 18 · EIN 13-4994650 | Custodial (other than securities); Cu... | $47,750 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $40,764 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 16 · EIN 04-3515240 | Consulting | $0 |
RHUMBLINE ADVISORS1+ years Filed as: RHUMBLINE ADVISOR Service code 28 · EIN 04-3118582 | Investment Management | $0 |
XL COMMUNICATIONS1+ years Service code 36 · EIN 13-3445959 | Copying and duplicating | $0 |
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 5.69% | 9.41%-3.7pp | 5.00%+0.7pp | 9.19%-3.5pp |
| Employer contribution / active EE | $17,348 | $8,353+107.7% | $35,918-51.7% | $12,608+37.6% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |