Filed April 29, 2002
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 3-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 |
|---|---|---|
NYHART2+ years Service code 11 · EIN 35-0966414 | Actuarial | $25,828 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $19,000 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 27 800 EAST 96TH STREET, SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $15,000 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS LLC Service code 27 510 FIRST AVENUE NORTH, SUITE 409 · MINNEAPOLIS, IN 55403 | Advisory (Plan) | $6,837 |
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.
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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 5.78% | 4.17%+1.6pp | 5.00%+0.8pp | 4.16%+1.6pp |
| Employer contribution / active EE | $0 | $39,228-100.0% | $35,918-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |