Filed June 7, 2000 (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 |
|---|---|---|
MICHAEL F. YATES & COMPANY, INC.10+ years Service code 17 · EIN 22-3499765 101 BELVIDERE AVENUE · WASHINGTON, NJ 07882 | Pension Consulting | $31,300 |
PROMETHEUS ASSOCIATES INCORPORATED10+ years Service code 11 · EIN 20-2739263 101 BELVIDERE AVENUE · WASHINGTON, NJ 07882 | Actuarial | $27,504 |
PRICEWATERHOUSECOOPERS LLP9 years Service code 10 · EIN 13-4008324 300 ATLANTIC STREET · STAMFORD, CT 06901 | Accounting | $24,925 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | -18.98% | 5.82%-24.8pp | 8.91%-27.9pp | 7.65%-26.6pp |
| Employer contribution / active EE | $5,883 | $11,370-48.3% | $24,376-75.9% | $20,599-71.4% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |