Filed July 26, 2016
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 |
|---|---|---|
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY L.L.P. Service code 27 · EIN 04-3200030 | Advisory (Plan) | $89,387 |
BPAS1+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $67,940 |
CHEMUNG CANAL TRUST COMPANY1+ years Filed as: CHEMUNG CANAL TRUST Service code 19 · EIN 16-0380815 | Securities Custodian | $12,148 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $11,139 |
FUST CHARLES CHAMBERS LLP1+ years Service code 10 · EIN 16-1226221 | Accounting | $8,862 |
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% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -0.85% | -0.96%+0.1pp | -2.00%+1.2pp | -0.60%-0.2pp |
| Employer contribution / active EE | $2,795 | $6,828-59.1% | $34,470-91.9% | $12,272-77.2% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |