Filed August 20, 1991
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 |
|---|---|---|
NHL PENSION SOCIETY10+ years Service code 14 · EIN 22-2155118 | Plan Administrator | $251,877 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $75,795 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 19 · EIN 13-7141755 | Securities Custodian | $43,277 |
THE SEGAL COMPANY6 years Filed as: SEGAL Service code 11 · EIN 06-0839113 | Actuarial | $34,165 |
Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $7,286 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $5,102 |
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.
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 | $0 | $0 | $197,205-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 26.7%-26.7pp | 0.0%0pp |
| Annual return | 9.28% | 10.71%-1.4pp | 9.79%-0.5pp | 10.71%-1.4pp |
| Employer contribution / active EE | $26,514 | $14,986+76.9% | $40,174-34.0% | $14,986+76.9% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $199-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $1,949-100.0% | - |