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 CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $429,962 |
Filed as: SILCHESTER INTERNATIONAL Service code 50 · EIN 36-7045783 | Direct Payment | $224,112 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $169,869 |
NEW ENGLAND PENSION CONSULTANTS7+ years Service code 50 · EIN 04-2927339 | Direct Payment | $140,618 |
STATE STREET GLOBAL ADVISORS7+ years Service code 50 · EIN 04-1867445 | Direct Payment | $83,061 |
THE BANK OF NEW YORK MELLON7+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 50 · EIN 25-1233834 | Direct Payment | $12,961 |
MONDRIAN INVESTMENT GROUP7+ years Service code 50 · EIN 56-2475915 | Direct Payment | $10,953 |
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.
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% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -18.47% | 62.64%-81.1pp | -2.63%-15.8pp | 2.77%-21.2pp |
| Employer contribution / active EE | $0 | $9,627-100.0% | $29,884-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |