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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 14 · EIN 06-1050034 | Plan Administrator | $4,997,418 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $2,798,159 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $524,598 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $172,532 |
ALAN BILLER & ASSOCIATES6+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 23 · EIN 94-2854958 | Investment management; Investment adv... | $123,273 |
QBF1 year Service code 29 · EIN 84-2015520 | Legal | $89,342 |
CICCARELLO, DEL GIUDICE & LAFON6+ years Service code 29 · EIN 55-0711953 | Legal | $25,800 |
O'DWYER & BERNSTEIN, LLP3 years Filed as: O'DWYER & BERNSTIEN Service code 29 · EIN 13-5286665 | Legal | $25,542 |
THE SEGAL COMPANY2 years 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 | $81,013 | $123,048-34.2% | $81,983-1.2% | $106,222-23.7% |
| Participation rate | 27.6% | 65.1%-37.5pp | 69.2%-41.7pp | 70.8%-43.2pp |
| Annual return | 12.95% | 14.83%-1.9pp | 41.31%-28.4pp | 21.69%-8.7pp |
| Employer contribution / active EE | $0 | $3,893-100.0% | $2,498-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $1,389 | $4,168-66.7% | $3,722-62.7% | $4,600-69.8% |
| Admin fee / account holder | $49 | $116-57.7% | $5,664-99.1% | $78-37.2% |