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 CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $2,693,708 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $585,412 |
ALAN BILLER & ASSOCIATES5+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $93,636 |
Filed as: QDRO BENEFITS FIRM, SUSAN L. DUBROF Service code 29 · EIN 84-2015520 | Legal | $55,245 |
BENEFITS LAW GROUP5+ years Service code 29 · EIN 58-2277316 | Legal | $52,973 |
O'DWYER & BERNSTEIN, LLP2 years Filed as: O'DWYER & BERNSTIEN Service code 16 · EIN 13-5286665 | Consulting | $26,490 |
CICCARELLO, DEL GIUDICE & LAFON5+ years Service code 29 · EIN 55-0711953 | Legal | $18,200 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $18,000 |
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 | $80,906 | $106,734-24.2% | $75,886+6.6% | $89,569-9.7% |
| Participation rate | 28.6% | 65.6%-37.0pp | 69.3%-40.7pp | 69.6%-41.0pp |
| Annual return | 21.69% | 24.20%-2.5pp | 30.76%-9.1pp | 34.56%-12.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $2,500-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,409 | $3,965-64.5% | $3,603-60.9% | $4,220-66.6% |
| Admin fee / account holder | $56 | $80-30.0% | $5,418-99.0% | $72-21.8% |