Filed January 19, 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 Filed as: THE SEGAL GROUP Service code 11 · EIN 13-1835864 | Actuarial | $897,861 |
ULLICO10+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $678,618 |
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $337,153 |
DANA INVESTMENT ADVISORS2 years Filed as: DANA INVESTMENT ADVISORS, INC Service code 28 · EIN 39-1512278 | Investment Management | $333,861 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 | Legal | $169,272 |
CALIBRE CPA GROUP PLLC9 years Filed as: CALIBRE CPA GROUP LLC Service code 10 · EIN 47-0900880 | Accounting | $81,039 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $73,510 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 17 · EIN 36-0721895 | Pension Consulting | $47,809 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $23,423 |
INVESCO6 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $18,977 |
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 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 9.65% | 9.22%+0.4pp | 9.49%+0.2pp | 9.22%+0.4pp |
| Employer contribution / active EE | $41,300 | $13,567+204.4% | $29,215+41.4% | $13,567+204.4% |
| Participant deferral / active EE | $0 | $575-100.0% | $359-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |