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 MELLON3+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 27 · EIN 25-1890416 | Advisory (Plan) | $141,720 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-3831795 | Advisory (Plan) | $52,217 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $40,490 |
US BANK3+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $35,436 |
INSIGHT INVESTMENTS1 year Service code 27 · EIN 94-3486721 | Advisory (Plan) | $21,220 |
PENSION LIVE, LLC3+ years Service code 13 · EIN 26-2239692 | Contract Administrator | $6,021 |
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | 3.85% | 7.01%-3.2pp | 12.68%-8.8pp | 0.19%+3.7pp |
| Employer contribution / active EE | $11,589 | $12,638-8.3% | $22,860-49.3% | $13,763-15.8% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |