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 |
|---|---|---|
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $602,494 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 50 · EIN 25-1233834 | Direct Payment | $499,771 |
Filed as: SILCHESTER INTERNATIONAL Service code 50 · EIN 36-7045783 | Direct Payment | $362,677 |
BOSTON PARTNERS2 years Filed as: THE BOSTON COMPANY MANAGEMENT Service code 50 · EIN 04-3404987 | Direct Payment | $136,603 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 50 · EIN 04-2927339 | Direct Payment | $101,050 |
MONDRIAN INVESTMENT GROUP3+ years Service code 50 · EIN 56-2475915 | Direct Payment | $80,197 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $66,207 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $45,750 |
STATE STREET GLOBAL ADVISORS3+ years Service code 50 · EIN 04-1867445 | Direct Payment | $21,875 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | 4.62% | -1.21%+5.8pp | -0.41%+5.0pp | 0.19%+4.4pp |
| Employer contribution / active EE | $838 | $10,104-91.7% | $15,396-94.6% | $13,763-93.9% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |