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 COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $80,622 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $76,408 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $41,924 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $32,957 |
PITTA LLP4 years Service code 29 · EIN 26-3852082 120 BROADWAY, 28TH FLOOR · NEW YORK, NY 10271 | Legal | $30,348 |
QUAN-VEST CONSULTANTS, INC.7+ years Filed as: QUAN-VEST CONSULTANTS, INC Service code 27 390 PLANDOME ROAD, STE 225 · MANHASSET, NY 11030 | Advisory (Plan) | $27,000 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 | Accounting | $24,875 |
AETNA LIFE INSURANCE COMPANY3 years Filed as: AETNA LIFE INSURANCE COMPANY TOTAL Service code 51 · EIN 06-6033492 | Investment Mgmt Fees | $9,330 |
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 | $107,032-100.0% | $104,068-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 9.9%-9.9pp |
| Annual return | -13.23% | -12.83%-0.4pp | -10.12%-3.1pp | -5.25%-8.0pp |
| Employer contribution / active EE | $23,798 | $11,974+98.7% | $47,166-49.5% | $15,166+56.9% |
| Participant deferral / active EE | $0 | $151-100.0% | $492-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $4,025-100.0% | $3,859-100.0% |