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 TRUST8+ years Filed as: ROCKLAND TRUST COMPANY Service code 16 · EIN 04-1782600 | Consulting | $82,929 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 11 · EIN 04-2530412 | Actuarial | $60,162 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 16 · EIN 13-5160382 | Consulting | $41,803 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 16 · EIN 36-3664388 | Consulting | $14,896 |
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 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 11.22% | 9.92%+1.3pp | 32.30%-21.1pp | 22.81%-11.6pp |
| Employer contribution / active EE | $10,510 | $16,139-34.9% | $33,955-69.0% | $18,290-42.5% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |