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 with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $192,325 |
COLUMBIA6 years Filed as: COLUMBIA MANAGEMENT Service code 27 30 DAN ROAD · CANTON, MA 020212809 | Advisory (Plan) | $71,375 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 23-1159360 | Actuarial | $70,422 |
GROSSMAN YANAK & FORD LLP8+ years Filed as: GROSSMAN YANAK & FORD Service code 10 · EIN 25-1638525 | Accounting | $9,110 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -21.41% | -10.02%-11.4pp | -4.80%-16.6pp | -5.25%-16.2pp |
| Employer contribution / active EE | $0 | $10,293-100.0% | $30,897-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |