Filed January 31, 2014 (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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Service code 28 · EIN 13-5160382 | Investment Management | $5,244 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $105,260-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 11.3%-11.3pp |
| Annual return | 11.25% | 11.19%+0.1pp | 9.21%+2.0pp | 10.41%+0.8pp |
| Employer contribution / active EE | $4,118 | $8,046-48.8% | $35,088-88.3% | $14,691-72.0% |
| Participant deferral / active EE | $0 | $306-100.0% | $163-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $4,019-100.0% | $2,646-100.0% |