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 |
|---|---|---|
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS Service code 65 · EIN 47-3113152 | Account Maintenance | $95,000 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Ot... | $91,535 |
INCOME RESEARCH & MANAGEMENT5 years Service code 28 · EIN 04-2955404 | Investment Management | $84,535 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 65 · EIN 20-4751585 | Account Maintenance | $31,827 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 13 · EIN 06-1050034 | Contract Administrator | $16,600 |
ARNETT CARBIS TOOTHMAN LLP6+ years Service code 65 · EIN 55-0486667 | Account Maintenance | $4,210 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 11 · EIN 04-2530412 | Actuarial | $2,450 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $224,072-100.0% | $220,428-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | 1.65% | 99.73%-98.1pp | 90.60%-89.0pp | 259.13%-257.5pp |
| Employer contribution / active EE | $0 | $35,076-100.0% | $32,727-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |