Filed September 28, 2006 (most recent of 3 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 SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $117,409 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $101,069 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON INTERNATIONAL Service code 28 · EIN 20-1575090 | Investment Management | $80,265 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 28 · EIN 04-2767481 | Investment Management | $76,840 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN EMERGING MARKETS II Service code 28 260 FRANKLIN STREET · BOSTON, MD 02110 | Investment Management | $27,626 |
RIS1+ years Service code 18 · EIN 04-3581074 | Direct payment from the plan; Custodi... | $12,196 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN GLOBAL Service code 28 · EIN 04-3237383 | Investment Management | $11,398 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 17 · EIN 04-2686260 | Pension Consulting | $7,904 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | -3.43% | 5.09%-8.5pp | 5.00%-8.4pp | 7.18%-10.6pp |
| Employer contribution / active EE | $0 | $7,393-100.0% | $35,918-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |