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 |
|---|---|---|
ROCKLAND TRUST4+ years Filed as: ROCKLAND TRUST COMPANY Service code 16 · EIN 04-1782600 | Consulting | $79,293 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 16 · EIN 13-5160382 | Consulting | $33,744 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 11 · EIN 04-2530412 | Actuarial | $24,077 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 16 · EIN 36-3664388 | Consulting | $21,722 |
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 17.77% | 15.61%+2.2pp | 20.73%-3.0pp | 53.27%-35.5pp |
| Employer contribution / active EE | $6,646 | $10,773-38.3% | $36,500-81.8% | $14,774-55.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |