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.5+ years Service code 11 · EIN 04-2530412 | Actuarial | $438,831 |
INCOME RESEARCH & MANAGEMENT4 years Service code 28 · EIN 04-2955404 | Investment Management | $284,469 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Other fees; Custodial (other than sec... | $106,668 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 13 · EIN 06-1050034 | Contract Administrator | $61,200 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 28 · EIN 20-4751585 | Investment Management | $46,350 |
RICHMOND CAPITAL MANAGEMENT5+ years Filed as: RICHMOND CAPITAL MANAGEMENT INC. Service code 28 · EIN 54-1288566 | Investment Management | $34,301 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0412248 | Investment Management | $29,247 |
ARNETT CARBIS TOOTHMAN LLP5+ years Service code 65 · EIN 55-0486667 | Account Maintenance | $4,000 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: SSGA GLOBAL Service code 18 · EIN 04-1867445 | Soft dollars commissions; Custodial (... | $2,097 |
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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 9.42% | 12.96%-3.5pp | 20.73%-11.3pp | 16.32%-6.9pp |
| Employer contribution / active EE | $4,955 | $12,913-61.6% | $36,500-86.4% | $17,007-70.9% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |