Filed October 18, 2004
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Filed as: SIBSON COMPANY Service code 11 · EIN 13-1835864 333 WEST 34TH STREET 2 · NEW YORK, NY 10001 | Actuarial | $223,928 |
THE SEGAL COMPANY10+ years Service code 16 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting | $162,712 |
MMA SECURITIES LLC4 years Filed as: MARSH / FIDUCIARY INS. Service code 23 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Insurance services | $40,180 |
WILMINGTON TRUST1 year Service code 28 1100 N. MARKET STREET · WILMINGTON, DE 19890 | Investment Management | $26,390 |
Filed as: STATE STREET INVESTMENT MANAGEMENT Service code 28 1 IRON STREET · BOSTON, MA 02210 | Investment Management | $9,350 |
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.
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 | $39,669-100.0% | $334,201-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.9%-43.9pp | 11.0%-11.0pp |
| Annual return | 5.83% | 8.11%-2.3pp | 9.84%-4.0pp | 8.23%-2.4pp |
| Employer contribution / active EE | $64,942 | $16,823+286.0% | $30,320+114.2% | $13,859+368.6% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,213-100.0% | $1,652-100.0% |