Filed June 4, 2012 (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 BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 50 · EIN 25-1233834 | Direct Payment | $411,229 |
Filed as: SILCHESTER INTERNATIONAL Service code 50 · EIN 36-7045783 | Direct Payment | $281,781 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $201,982 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $182,029 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 50 · EIN 04-2927339 | Direct Payment | $107,077 |
MONDRIAN INVESTMENT GROUP1+ years Service code 50 · EIN 56-2475915 | Direct Payment | $49,583 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $46,250 |
STATE STREET GLOBAL ADVISORS1+ years Service code 50 · EIN 04-1867445 | Direct Payment | $20,113 |
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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 8.53% | 5.03%+3.5pp | 18.87%-10.3pp | 7.18%+1.3pp |
| Employer contribution / active EE | $13,742 | $10,273+33.8% | $19,828-30.7% | $13,095+4.9% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |