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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $716,028 |
AMERICAN REALTY ADVISORS3+ years Filed as: TOTAL AMERICAN SERVICES Service code 49 · EIN 13-3322149 | Other Services | $577,853 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 17 · EIN 36-2235791 | Pension Consulting | $454,857 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2767481 | Investment Management | $436,230 |
SOUND SHORE3+ years Service code 28 · EIN 13-2509799 | Investment Management | $407,545 |
NEUBERGER BERMAN3+ years Service code 28 · EIN 02-0654486 | Investment Management | $399,874 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $364,319 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 49 · EIN 36-1561860 | Other Services | $268,360 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $216,547 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 18 · EIN 25-0659306 | Custodial (other than securities); Di... | $173,802 |
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 | $1,723,788-100.0% | $1,867,444-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 11.3%-11.3pp | 1.9%-1.9pp |
| Annual return | 13.18% | 23.90%-10.7pp | 9.84%+3.3pp | 23.90%-10.7pp |
| Employer contribution / active EE | $55,579 | $16,539+236.0% | $50,102+10.9% | $16,539+236.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $612-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $18,647-100.0% | $18,975-100.0% |