Filed May 13, 1997
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS INSTITUTIONAL CONSULTING Service code 28 400 LINDEN OAKS · ROCHESTER, NY 14625 | Investment Management | $152,702 |
MICHAEL F. YATES & COMPANY, INC.10+ years Filed as: MICHAEL L. DAVIS Service code 30 · EIN 16-6075984 | Direct payment from the plan; Employe... | $70,420 |
STEPHANIE LEIKER9 years Filed as: STEPHANIE KELLY Service code 30 · EIN 16-6075984 | Direct payment from the plan; Employe... | $70,104 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $35,000 |
SHARON HUANG1 year Filed as: SHARON EGURE Service code 30 · EIN 16-6075984 | Employee (plan); Direct payment from ... | $33,575 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $31,480 |
RIDGEWORTH2 years Filed as: KAYNE ANDERSON CORE REAL ESTATE, LP Service code 28 ONE TOWN CENTER ROAD · BOCA RATON, FL 33486 | Investment Management | $30,976 |
Filed as: INTERCONTINENTAL REAL ESTATE FUND Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $29,979 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Filed as: JOSEPH MCCARTHY Service code 10 · EIN 16-1120588 | Accounting | $27,903 |
ROBERT PIZZO, ESQ.10+ years Filed as: ROBERT PIZZO Service code 29 · EIN 82-0553395 | Legal | $10,131 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 7.43% | 11.01%-3.6pp | 8.09%-0.7pp | 7.65%-0.2pp |
| Employer contribution / active EE | $17,142 | $13,413+27.8% | $28,732-40.3% | $20,599-16.8% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |