Filed October 27, 2003
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON11+ years Filed as: BANK OF NEW YORK MELLON Service code 16 · EIN 13-5160382 | Consulting | $101,793 |
ROCKLAND TRUST11+ years Filed as: ROCKLAND TRUST COMPANY Service code 16 · EIN 04-1782600 | Consulting | $89,063 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 11 · EIN 04-2530412 | Actuarial | $23,331 |
BDO USA, LLP4 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $23,249 |
UBS FINANCIAL SERVICES INC9 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 16 · EIN 36-3664388 | Consulting | $22,972 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $414,698-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 46.8%-46.8pp | 2.1%-2.1pp |
| Annual return | 8.80% | 8.40%+0.4pp | 8.80%0pp | 9.14%-0.3pp |
| Employer contribution / active EE | $9,743 | $16,322-40.3% | $29,429-66.9% | $19,963-51.2% |
| Participant deferral / active EE | $0 | $0 | $58-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,933-100.0% | $200-100.0% |