Filed January 22, 2013
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 7-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.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $111,750 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Other fees; Custodial (securities); C... | $110,666 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 13 · EIN 06-1050034 | Contract Administrator | $106,959 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $90,991 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MGT Service code 28 · EIN 80-0175963 | Investment Management | $85,367 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 27 · EIN 13-3200244 270 PARK AVENUE · NEW YORK, NY 100172070 | Advisory (Plan) | $77,092 |
RICHMOND CAPITAL MANAGEMENT1+ years Filed as: RICHMOND CAPITAL MANAGEMENT INC. Service code 28 · EIN 54-1288566 | Investment Management | $64,146 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 28 · EIN 20-4751585 | Investment Management | $60,000 |
ALPHA ONE INVESTMENT1+ years Service code 28 · EIN 26-4010368 | Investment Management | $50,000 |
PINNACLE ASSOCIATES LTD1+ years Service code 28 · EIN 13-3220717 | Investment Management | $37,475 |
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -1.70% | 4.01%-5.7pp | -2.00%+0.3pp | 1.67%-3.4pp |
| Employer contribution / active EE | $5,772 | $6,352-9.1% | $34,470-83.3% | $10,506-45.1% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |