Filed July 24, 1997
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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $130,637 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $45,389 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $37,889 |
BUTLER & BURKE LLP2 years Filed as: BUTLER + BURKE LLP Service code 10 · EIN 56-1138530 | Accounting | $8,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $158,848-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 13.3%-13.3pp | 2.1%-2.1pp |
| Annual return | 10.26% | 9.14%+1.1pp | 9.49%+0.8pp | 9.14%+1.1pp |
| Employer contribution / active EE | $3,098 | $19,963-84.5% | $24,351-87.3% | $19,963-84.5% |
| Participant deferral / active EE | $0 | $919-100.0% | $28-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |