Filed December 16, 2016 (most recent of 4 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 |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON INVESTMENTS Service code 28 · EIN 25-1442864 | Investment Management | $3,301,710 |
PRIAC3 years Service code 14 · EIN 06-1050034 | Plan Administrator | $897,826 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $748,057 |
Filed as: EMPOWER ANNUITY INS AND ANNUITY CO Service code 15 8515 EAST ORCHARD ROAD · GREEDWOOD VILLAGE, CO 80111 | Recordkeeping | $587,726 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREEDWOOD VILLAGE, CO 80111 | Investment Management | $367,894 |
Filed as: QDRO BENEFITS FIRM, SUSAN L. DUBROF Service code 29 · EIN 84-2015520 | Legal | $252,496 |
ALAN BILLER & ASSOCIATES10+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $115,000 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $76,600 |
THE SEGAL COMPANY3 years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $24,624 |
FEINBERG, DUMONT & BRENNAN3 years Filed as: FEINBERG, DUMONT AND BRENNAN Service code 29 · EIN 85-4344180 | Legal | $6,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,166 | $140,910-37.4% | $75,972+16.1% | $106,382-17.1% |
| Participation rate | 42.6% | 64.1%-21.5pp | 69.1%-26.5pp | 69.9%-27.3pp |
| Annual return | 15.01% | 16.51%-1.5pp | 359.55%-344.5pp | 17.37%-2.4pp |
| Employer contribution / active EE | $0 | $5,354-100.0% | $2,685-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $2,377 | $5,004-52.5% | $4,255-44.1% | $5,569-57.3% |
| Admin fee / account holder | $39 | $117-66.8% | $6,467-99.4% | $79-50.8% |