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 COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $70,000 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $48,371 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $42,504 |
QUAN-VEST CONSULTANTS, INC.5+ years Filed as: QUAN-VEST CONSULTANTS, INC Service code 27 390 PLANDOME ROAD, STE 225 · MANHASSET, NY 11030 | Advisory (Plan) | $22,000 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $21,510 |
PITTA LLP2 years Service code 29 · EIN 26-3852082 120 BROADWAY, 28TH FLOOR · NEW YORK, NY 10271 | Legal | $20,000 |
STATE STREET GLOBAL ADVISORS6+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $16,462 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 | Accounting | $16,045 |
Filed as: AETNA LIFE INSURANCE COMPANY TOTAL Service code 51 · EIN 06-6033492 | Investment Mgmt Fees | $7,049 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $229,060-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 27.3%-27.3pp | 13.5%-13.5pp |
| Annual return | 11.80% | 8.89%+2.9pp | 7.48%+4.3pp | 9.29%+2.5pp |
| Employer contribution / active EE | $24,898 | $10,747+131.7% | $39,603-37.1% | $15,168+64.2% |
| Participant deferral / active EE | $0 | $670-100.0% | $172-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $1,197-100.0% | $2,037-100.0% |