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 SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY L.L.P. Service code 27 · EIN 04-3200030 | Advisory (Plan) | $109,295 |
BPAS3+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $67,240 |
CHEMUNG CANAL TRUST COMPANY3+ years Filed as: CHEMUNG CANAL TRUST Service code 19 · EIN 16-0380815 | Securities Custodian | $13,309 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $10,223 |
FUST CHARLES CHAMBERS LLP3+ years Service code 10 · EIN 16-1226221 | Accounting | $8,600 |
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 13.23% | 12.40%+0.8pp | 10.16%+3.1pp | 23.90%-10.7pp |
| Employer contribution / active EE | $3,542 | $8,748-59.5% | $33,192-89.3% | $16,539-78.6% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |