Filed April 24, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 17 · EIN 53-0181291 | Pension Consulting | $289,501 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $221,555 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $116,058 |
LCG ASSOCIATES, INC.10+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $22,424 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,219,907-100.0% | $3,219,907-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 10.0%-10.0pp | 44.0%-44.0pp |
| Annual return | -0.82% | 0.58%-1.4pp | 3.48%-4.3pp | 13.05%-13.9pp |
| Employer contribution / active EE | $0 | $47,956-100.0% | $31,972-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $0 | $83-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $30,864-100.0% |