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.2+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $561,800 |
INVESTORS CAPITAL CORPORATION2+ years Filed as: QS INVESTORS Service code 28 · EIN 52-1200960 | Investment Management | $211,499 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTION TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $208,825 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $206,173 |
PANAGORA ASSET MANAGEMENT2+ years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $183,770 |
Service code 28 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $153,060 |
NEPC, LLC2+ years Filed as: NEPC Service code 27 · EIN 04-2927339 | Advisory (Plan) | $112,796 |
P-SOLVE2+ years Filed as: P-SOLVE LLC Service code 11 · EIN 04-3513306 | Actuarial | $106,600 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT Service code 28 · EIN 56-2475915 | Investment Management | $102,434 |
Service code 28 · EIN 04-2929221 | Investment Management | $82,949 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 10.89% | 6.13%+4.8pp | 4.74%+6.2pp | 9.19%+1.7pp |
| Employer contribution / active EE | $11,443 | $10,206+12.1% | $36,089-68.3% | $12,608-9.2% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |