Filed January 30, 2004 (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 |
|---|---|---|
Service code 21 · EIN 13-3689044 | Bank Trustee | $97,557 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK Service code 21 · EIN 41-0255900 60 LIVINGSTON AVE. · ST. PAUL, MN 55107 | Bank Trustee | $27,434 |
T ROWE PRICE RPS INC1 year Filed as: T.ROWE PRICE Service code 28 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Investment Management | $10,840 |
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 5.96% | 5.09%+0.9pp | 5.00%+1.0pp | 7.18%-1.2pp |
| Employer contribution / active EE | $5,726 | $7,393-22.5% | $35,918-84.1% | $13,095-56.3% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |