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.2+ years Service code 11 · EIN 04-2530412 | Actuarial | $424,803 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Other fees; Custodial (securities); C... | $186,534 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 13 · EIN 06-1050034 | Contract Administrator | $78,158 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 28 · EIN 20-4751585 | Investment Management | $67,500 |
RICHMOND CAPITAL MANAGEMENT2+ years Filed as: RICHMOND CAPITAL MANAGEMENT INC. Service code 28 · EIN 54-1288566 | Investment Management | $66,978 |
Service code 28 · EIN 04-2955404 | Investment Management | $63,812 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MGT Service code 28 · EIN 80-0175963 | Investment Management | $59,865 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $55,017 |
INTEGRITY ASSET MANAGEMENT2+ years Filed as: INTEGRITY ASSET MANAGEMENT LLC Service code 28 · EIN 86-1063006 | Investment Management | $48,645 |
PINNACLE ASSOCIATES LTD2+ years Service code 28 · EIN 13-3220717 | Investment Management | $47,626 |
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 4.67% | 9.41%-4.7pp | 5.00%-0.3pp | 9.19%-4.5pp |
| Employer contribution / active EE | $7,591 | $8,353-9.1% | $35,918-78.9% | $12,608-39.8% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |