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 COMPANY1 year Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 27-6230536 | Advisory (Plan) | $168,650 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 27 · EIN 13-1975125 | Advisory (Plan) | $129,383 |
Filed as: JP MORGAN INVESTMENT MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $52,458 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $45,870 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $30,194 |
ADP BROKER-DEALER2+ years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 13-3036745 | Other Services | $13,327 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 19 · EIN 22-1211670 | Securities Custodian | $9,833 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 8.01% | 16.85%-8.8pp | 5.44%+2.6pp | 11.88%-3.9pp |
| Employer contribution / active EE | $34,598 | $10,313+235.5% | $25,481+35.8% | $14,612+136.8% |
| Participant deferral / active EE | $6,540 | $445+1368.8% | $65+9977.0% | $518+1161.6% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |