Filed March 31, 2006
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 COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $99,519 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS REALTY INVESTORS LLC Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $48,814 |
PITTA LLP1 year Service code 29 120 BROADWAY, 28TH FLOOR · NEW YORK, NY 10271 | Legal | $42,000 |
NEWTOWER TRUST COMPANY1 year Service code 51 · EIN 52-6218800 | Investment Mgmt Fees | $38,726 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $33,701 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $33,624 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST CONSULTANTS, INC Service code 28 390 PLANDOME ROAD, STE 225 · MANHASSET, NY 11030 | Investment Management | $24,000 |
STATE STREET GLOBAL ADVISORS5+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $16,462 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 | Accounting | $15,000 |
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 | $317,036-100.0% | $192,455-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 27.6%-27.6pp | 13.0%-13.0pp |
| Annual return | 18.16% | 12.86%+5.3pp | 50.81%-32.6pp | 13.59%+4.6pp |
| Employer contribution / active EE | $22,593 | $12,480+81.0% | $42,739-47.1% | $14,592+54.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $90-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $2,268-100.0% | $29,657-100.0% |