Filed March 30, 2004 (most recent of 3 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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 27 · EIN 25-1890416 | Advisory (Plan) | $125,702 |
US BANK2+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $33,976 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $33,156 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-3831795 | Advisory (Plan) | $21,180 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $14,350 |
PENSION LIVE, LLC2+ years Service code 13 · EIN 26-2239692 | Contract Administrator | $13,500 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY SLOCUM & ASSOC. Service code 27 · EIN 41-1567437 | Advisory (Plan) | $10,590 |
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.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 5.53% | 79.68%-74.2pp | 16.78%-11.2pp | 23.90%-18.4pp |
| Employer contribution / active EE | $4,559 | $21,735-79.0% | $26,328-82.7% | $16,539-72.4% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |