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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $114,611 |
THE SEGAL COMPANY3+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $112,240 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 28 · EIN 04-2767481 | Investment Management | $60,809 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON INTERNATIONAL Service code 28 · EIN 20-1575090 | Investment Management | $36,871 |
Service code 28 36 WASHINGTON STREET, SUITE 280 · WELLESLEY, MA 02481 | Investment Management | $33,118 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN EMERGING MARKETS II Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $24,810 |
RIS3+ years Service code 28 · EIN 04-3581074 | Investment Management | $17,785 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 17 · EIN 04-2686260 | Pension Consulting | $7,908 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | 6.69% | -2.48%+9.2pp | -102.03%+108.7pp | 0.19%+6.5pp |
| Employer contribution / active EE | $5,946 | $7,648-22.3% | $36,229-83.6% | $13,763-56.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |