Filed December 20, 1996
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 |
|---|---|---|
GOLDPOINT PARTNERS LLC2+ years Filed as: GOLDPOINT Service code 28 · EIN 13-4091043 | Investment Management | $2,298,259 |
PRIVATE ADVISORS LLC2+ years Service code 28 · EIN 54-1886751 | Investment Management | $1,610,941 |
HEWITT ASSOCIATES LLC1 year Filed as: AONHEWITT (RECORD KEEPING) FEES Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $1,215,731 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 13 · EIN 13-5582869 | Contract Administrator | $372,099 |
LCG ASSOCIATES, INC.2+ years Filed as: LCG ASSOCATES INC. Service code 16 · EIN 75-1680350 | Consulting | $187,189 |
MORRISON & FOERSTER1 year Filed as: MORISON & FOERSTER Service code 29 · EIN 94-0697210 | Legal | $673 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $468 |
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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 5.68% | 7.64%-2.0pp | 4.74%+0.9pp | 10.64%-5.0pp |
| Employer contribution / active EE | $18,065 | $7,500+140.9% | $36,089-49.9% | $11,561+56.3% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |