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 8-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 | $40,276 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $39,405 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $15,901 |
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.
Annual investment return 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 | $282,865-100.0% | $101,802-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 12.4%-12.4pp |
| Annual return | -8.02% | 8.84%-16.9pp | 9.51%-17.5pp | 9.89%-17.9pp |
| Employer contribution / active EE | $9,159 | $10,586-13.5% | $23,377-60.8% | $14,313-36.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $769-100.0% | $9,084-100.0% |