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 & NAPIER2+ years Service code 50 · EIN 45-3328488 | Direct Payment | $415,981 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE INC Service code 50 · EIN 25-1900687 | Direct Payment | $173,518 |
DANIEL H. COOK ASSOCIATES, INC2+ years Filed as: DANIEL DAFOE Service code 14 · EIN 15-6035161 | Plan Administrator | $163,055 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MT BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $112,082 |
SHELLEY LEBEAU2+ years Service code 13 · EIN 15-6035161 | Contract Administrator | $103,954 |
DEBORAH DANNER2+ years Filed as: DEBORAH DE BOTTIS Service code 14 · EIN 15-6035161 | Plan Administrator | $58,882 |
DIANE FITZBERGER2+ years Filed as: DIANE OLIVER Service code 13 · EIN 15-6035161 | Contract Administrator | $47,520 |
PATRICIA CATALANO2+ years Service code 13 · EIN 15-6035161 | Contract Administrator | $47,520 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 50 · EIN 13-2646110 | Direct Payment | $45,000 |
Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $36,928 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.45% | 3.63%+1.8pp | 4.16%+1.3pp | 9.19%-3.7pp |
| Employer contribution / active EE | $16,377 | $11,363+44.1% | $29,966-45.3% | $12,608+29.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |