Filed December 13, 2001
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 |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $268,245 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $61,482 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $54,714 |
AMERICAN REALTY ADVISORS1+ years Filed as: TOTAL AMERICAN SERVICES Service code 65 · EIN 13-3322149 | Account Maintenance | $50,300 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 16 · EIN 36-2235791 | Consulting | $49,725 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA Service code 13 · EIN 06-0843808 | Contract Administrator | $49,073 |
NORTON ROSE FULBRIGHT1+ years Service code 29 · EIN 74-1201087 | Legal | $42,212 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON Service code 28 · EIN 04-2767481 | Investment Management | $39,172 |
NEUBERGER BERMAN1+ years Service code 28 · EIN 36-4196764 | Investment Management | $31,616 |
SOUND SHORE1+ years Service code 28 · EIN 13-2509799 | Investment Management | $30,023 |
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 | $50,876-100.0% | $466,275-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 15.7%-15.7pp |
| Annual return | -3.31% | -1.93%-1.4pp | -2.52%-0.8pp | -7.14%+3.8pp |
| Employer contribution / active EE | $25,203 | $13,932+80.9% | $109,954-77.1% | $14,613+72.5% |
| Participant deferral / active EE | $0 | $149-100.0% | $846-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $12,408-100.0% | $1,191-100.0% |