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 |
|---|---|---|
Filed as: FIDELITY MGMT TRUST CO Service code 21 · EIN 04-3532603 | Bank Trustee | $342,224 |
MARATHON ASSET MANAGEMENT7+ years Filed as: MARATHON INTERNATIONAL Service code 28 · EIN 20-1575090 | Investment Management | $50,566 |
Service code 28 36 WASHINGTON STREET · WELLESLEY, MA 02481 | Investment Management | $33,072 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 17 · EIN 04-2686260 | Pension Consulting | $7,898 |
THE SEGAL COMPANY3 years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $7,265 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -13.25% | -10.37%-2.9pp | -38.85%+25.6pp | 2.77%-16.0pp |
| Employer contribution / active EE | $13,202 | $8,700+51.7% | $37,752-65.0% | $15,262-13.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |