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 |
|---|---|---|
PRIAC1 year Service code 14 · EIN 06-1050034 | Plan Administrator | $5,492,524 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENTS Service code 28 · EIN 25-1442864 | Investment Management | $2,703,045 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $642,517 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $267,170 |
Filed as: QDRO BENEFITS FIRM, SUSAN L. DUBROF Service code 29 · EIN 84-2015520 | Legal | $160,144 |
ALAN BILLER & ASSOCIATES8+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $116,039 |
O'DWYER & BERNSTEIN, LLP5 years Filed as: O'DWYER & BERNSTIEN Service code 29 · EIN 13-5286665 | Legal | $31,130 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $24,392 |
CICCARELLO, DEL GIUDICE & LAFON8+ years Service code 29 · EIN 55-0711953 | Legal | $19,200 |
Filed as: FEINBERG, DUMONT AND BRENNAN Service code 29 · EIN 85-4344180 | Legal | $8,773 |
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 | $73,925 | $96,461-23.4% | $68,791+7.5% | $89,394-17.3% |
| Participation rate | 32.3% | 64.2%-31.9pp | 69.0%-36.7pp | 71.3%-39.0pp |
| Annual return | -15.45% | -13.05%-2.4pp | -6.38%-9.1pp | -11.89%-3.6pp |
| Employer contribution / active EE | $0 | $3,671-100.0% | $2,655-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $1,800 | $4,123-56.3% | $3,941-54.3% | $5,123-64.9% |
| Admin fee / account holder | $55 | $102-46.4% | $4,932-98.9% | $79-31.3% |