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 BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Ot... | $215,883 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 11 · EIN 04-2530412 | Actuarial | $178,832 |
INCOME RESEARCH & MANAGEMENT2 years Service code 28 · EIN 04-2955404 | Investment Management | $131,321 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 28 · EIN 20-4751585 | Investment Management | $90,000 |
RICHMOND CAPITAL MANAGEMENT3+ years Filed as: RICHMOND CAPITAL MANAGEMENT INC. Service code 28 · EIN 54-1288566 | Investment Management | $69,501 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 13 · EIN 06-1050034 | Contract Administrator | $68,619 |
PINNACLE ASSOCIATES LTD3+ years Service code 28 · EIN 13-3220717 | Investment Management | $59,672 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MGT Service code 28 · EIN 80-0175963 | Investment Management | $56,634 |
INTEGRITY ASSET MANAGEMENT3+ years Filed as: INTEGRITY ASSET MANAGEMENT LLC Service code 28 · EIN 86-1063006 | Investment Management | $55,062 |
ROBECO INVESTMENT MANAGEMENT3+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $52,237 |
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.44% | 26.60%-13.2pp | 10.16%+3.3pp | 17.84%-4.4pp |
| Employer contribution / active EE | $17,547 | $7,232+142.6% | $33,192-47.1% | $14,688+19.5% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |