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 ANGELL PENSION GROUP, INC.9+ years Service code 11 · EIN 04-2530412 | Actuarial | $143,963 |
ROCKLAND TRUST9+ years Filed as: ROCKLAND TRUST COMPANY Service code 16 · EIN 04-1782600 | Consulting | $86,302 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 16 · EIN 13-5160382 | Consulting | $44,325 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $38,235 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 16 · EIN 36-3664388 | Consulting | $11,162 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $334,201-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.9%-43.9pp | 11.0%-11.0pp |
| Annual return | 9.63% | 8.11%+1.5pp | 9.84%-0.2pp | 8.23%+1.4pp |
| Employer contribution / active EE | $0 | $16,823-100.0% | $30,320-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,213-100.0% | $1,652-100.0% |