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 MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 50 · EIN 25-1233834 | Direct Payment | $656,931 |
Filed as: SILCHESTER INTERNATIONAL Service code 50 · EIN 36-7045783 | Direct Payment | $338,990 |
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $250,614 |
BOSTON PARTNERS1 year Filed as: THE BOSTON COMPANY MANAGEMENT Service code 50 · EIN 04-3404987 | Direct Payment | $239,875 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $110,258 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 50 · EIN 04-2927339 | Direct Payment | $96,125 |
MONDRIAN INVESTMENT GROUP2+ years Service code 50 · EIN 56-2475915 | Direct Payment | $72,856 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $48,600 |
STATE STREET GLOBAL ADVISORS2+ years Service code 50 · EIN 04-1867445 | Direct Payment | $15,180 |
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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 8.55% | 11.50%-2.9pp | 337.46%-328.9pp | 23.90%-15.3pp |
| Employer contribution / active EE | $4,972 | $12,608-60.6% | $20,191-75.4% | $16,539-69.9% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |