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 |
|---|---|---|
INCOME RESEARCH & MANAGEMENT3 years Service code 28 · EIN 04-2955404 | Investment Management | $242,784 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Ot... | $138,462 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 11 · EIN 04-2530412 | Actuarial | $114,564 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 28 · EIN 20-4751585 | Investment Management | $90,675 |
RICHMOND CAPITAL MANAGEMENT4+ years Filed as: RICHMOND CAPITAL MANAGEMENT INC. Service code 28 · EIN 54-1288566 | Investment Management | $77,870 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 13 · EIN 06-1050034 | Contract Administrator | $64,554 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0412248 | Investment Management | $61,450 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MGT Service code 28 · EIN 80-0175963 | Investment Management | $22,563 |
PINNACLE ASSOCIATES LTD4+ years Service code 28 · EIN 13-3220717 | Investment Management | $20,423 |
INTEGRITY ASSET MANAGEMENT4+ years Filed as: INTEGRITY ASSET MANAGEMENT LLC Service code 28 · EIN 86-1063006 | Investment Management | $20,082 |
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.10% | 9.64%-12.7pp | -102.03%+98.9pp | 33.37%-36.5pp |
| Employer contribution / active EE | $2,749 | $8,034-65.8% | $36,229-92.4% | $11,253-75.6% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |