Filed March 26, 2012
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 |
|---|---|---|
COOP. BANKS EMPLOYEES RET ASSN.1+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $552,330 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $241,433 |
INVESTORS CAPITAL CORPORATION1+ years Filed as: QS INVESTORS Service code 28 · EIN 52-1200960 | Investment Management | $193,280 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTION TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $191,191 |
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $180,361 |
Service code 28 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $146,108 |
NEPC, LLC1+ years Filed as: NEPC Service code 27 · EIN 04-2927339 | Advisory (Plan) | $113,545 |
P-SOLVE1+ years Filed as: P-SOLVE LLC Service code 11 · EIN 04-3513306 | Actuarial | $112,000 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT Service code 28 · EIN 56-2475915 | Investment Management | $86,792 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $72,064 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -3.23% | -0.09%-3.1pp | -0.81%-2.4pp | 1.67%-4.9pp |
| Employer contribution / active EE | $10,965 | $11,440-4.2% | $38,425-71.5% | $10,506+4.4% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |