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 8-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 | $4,428 |
Filed as: MARATHON INTERNATIONAL Service code 28 · EIN 20-1575090 | Investment Management | $654 |
Service code 28 36 WASHINGTON STREET · WELLESLEY, MA 02481 | Investment Management | $428 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 17 · EIN 04-2686260 | Pension Consulting | $102 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $94 |
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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $281,394-100.0% | $270,125-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.4%-44.4pp |
| Annual return | -12.52% | -41.91%+29.4pp | -38.85%+26.3pp | -14.65%+2.1pp |
| Employer contribution / active EE | $0 | $40,094-100.0% | $37,752-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,631-100.0% |