Filed September 29, 2009 (most recent of 2 filings on file)
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 10-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 |
|---|---|---|
PIONEER5 years Filed as: AMUNDI PIONEER Service code 28 60 STATE ST · BOSTON, MA 021091820 | Investment Management | $208,048 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 13 · EIN 22-2232264 | Contract Administrator | $163,185 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $132,824 |
Filed as: HARDING,SHYMANSKI & COMPANY, P.S.C. Service code 10 · EIN 35-1346211 | Accounting | $102,414 |
THE SEGAL COMPANY8 years Filed as: SCOTT SEGAL Service code 50 335 BISCAYNE BLVD WAY # 3405 · MIAMI, FL 33131 | Direct Payment | $4,950 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | 1.30% | 10.38%-9.1pp | 6.74%-5.4pp | 8.21%-6.9pp |
| Employer contribution / active EE | $0 | $22,557-100.0% | $43,780-100.0% | $13,842-100.0% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |