Filed February 11, 2011
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 SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $223,201 |
THE SEGAL COMPANY3 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $105,040 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $51,959 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $43,377 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: JP MORGAN INVESTMENT MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $31,325 |
ADP BROKER-DEALER10+ years Filed as: AUTOMATIC DATA PROCESSING Service code 13 · EIN 13-3036745 | Contract Administrator | $17,741 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 13 · EIN 84-4722389 | Contract Administrator | $5,750 |
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.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 9.69% | 9.45%+0.2pp | 5.17%+4.5pp | 7.65%+2.0pp |
| Employer contribution / active EE | $37,093 | $14,895+149.0% | $26,422+40.4% | $20,599+80.1% |
| Participant deferral / active EE | $6,955 | $632+1000.0% | $78+8777.2% | $1,172+493.2% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |