Filed January 28, 2006
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 with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSION BENEFIT GUARANTEE CORP. Service code 73 P. O. BOX 151750 · ALEXANDRIA, VA 223151750 | Other insurance fees and expenses | $643,581 |
QCI ASSET MANAGEMENT1+ years Service code 21 40A GROVE STREET · PITTSFORD, NY 14534 | Bank Trustee | $238,902 |
MERCER1+ years Filed as: WILLIAM M. MERCER, INC Service code 11 · EIN 13-2836900 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $130,410 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 19 1 LINCOLN STREET,FL 1 · BOSTON, MA 02111 | Securities Custodian | $13,966 |
STARRETT-REIMB PLAN EXPENSES1+ years Service code 35 · EIN 04-1866480 121 CRESCENT STREET · ATHOL, MA 013311915 | Employee (plan sponsor) | $13,956 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return 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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 0.94% | 17.94%-17.0pp | 5.44%-4.5pp | 7.18%-6.2pp |
| Employer contribution / active EE | $5,302 | $12,263-56.8% | $25,481-79.2% | $13,095-59.5% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |