Filed September 24, 1992
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 |
|---|---|---|
MANNING & NAPIER1+ years Service code 50 · EIN 45-3328488 | Direct Payment | $381,013 |
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE INC Service code 50 · EIN 25-1900687 | Direct Payment | $163,993 |
DANIEL H. COOK ASSOCIATES, INC1+ years Filed as: DANIEL DAFOE Service code 14 · EIN 15-6035161 | Plan Administrator | $158,930 |
SHELLEY LEBEAU1+ years Service code 13 · EIN 15-6035161 | Contract Administrator | $112,556 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MT BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $102,144 |
DEBORAH DANNER1+ years Filed as: DEBORAH DE BOTTIS Service code 14 · EIN 15-6035161 | Plan Administrator | $56,722 |
DIANE FITZBERGER1+ years Filed as: DIANE OLIVER Service code 13 · EIN 15-6035161 | Contract Administrator | $45,360 |
PATRICIA CATALANO1+ years Service code 13 · EIN 15-6035161 | Contract Administrator | $45,360 |
BLITMAN & KING1+ years Service code 29 · EIN 16-1047304 | Legal | $43,751 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 50 · EIN 13-2646110 | Direct Payment | $43,750 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -2.58% | 1.36%-3.9pp | -1.61%-1.0pp | 1.67%-4.3pp |
| Employer contribution / active EE | $15,237 | $10,832+40.7% | $30,840-50.6% | $10,506+45.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |