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.5+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $575,744 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTION TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $200,964 |
Filed as: GMO, LLC Service code 28 · EIN 04-2691242 | Investment Management | $179,347 |
Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $170,099 |
RIVER AND MERCANTILE LLC3 years Service code 11 · EIN 04-3513306 | Actuarial | $163,487 |
PANAGORA ASSET MANAGEMENT5+ years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $133,469 |
NEPC, LLC5+ years Filed as: NEPC Service code 27 · EIN 04-2927339 | Advisory (Plan) | $130,612 |
ACADIAN ASSET MANAGEMENT LLC4 years Service code 28 · EIN 04-2929221 | Investment Management | $120,429 |
MONDRIAN INVESTMENT GROUP5+ years Filed as: MONDRIAN INVESTMENT Service code 28 · EIN 56-2475915 | Investment Management | $119,239 |
Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $86,953 |
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.
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 17.34% | 33.70%-16.4pp | 14.64%+2.7pp | 53.27%-35.9pp |
| Employer contribution / active EE | $11,325 | $14,473-21.8% | $41,831-72.9% | $14,774-23.3% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |