Filed October 11, 1994
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: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $158,107 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 23-1159360 | Actuarial | $80,200 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 27 30 DAN ROAD · CANTON, MA 020212809 | Advisory (Plan) | $36,747 |
Filed as: MFS INVESTMENT Service code 27 30 DAN ROAD · CANTON, MA 020212809 | Advisory (Plan) | $7,415 |
GROSSMAN YANAK & FORD LLP3+ years Filed as: GROSSMAN YANAK & FORD Service code 10 · EIN 25-1638525 | Accounting | $7,173 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR Service code 27 200 COLUMBINE STREET · DENVER, CO 80206 | Advisory (Plan) | $5,458 |
REED SMITH LLP1 year Service code 29 · EIN 25-0749630 | Legal | $4,723 |
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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 15.27% | 10.98%+4.3pp | 10.53%+4.7pp | 10.41%+4.9pp |
| Employer contribution / active EE | $141,760 | $15,231+830.8% | $29,360+382.8% | $14,691+865.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |