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.6+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $593,064 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $220,415 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTION TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $219,558 |
RIVER AND MERCANTILE LLC4 years Service code 11 · EIN 04-3513306 | Actuarial | $159,975 |
Filed as: GMO, LLC Service code 28 · EIN 04-2691242 | Investment Management | $146,195 |
ACADIAN ASSET MANAGEMENT LLC5 years Service code 28 · EIN 04-2929221 | Investment Management | $134,020 |
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $127,992 |
PANAGORA ASSET MANAGEMENT6+ years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $126,533 |
MONDRIAN INVESTMENT GROUP6+ years Filed as: MONDRIAN INVESTMENT Service code 28 · EIN 56-2475915 | Investment Management | $116,266 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $109,517 |
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.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 19.26% | 9.58%+9.7pp | 9.52%+9.7pp | 11.45%+7.8pp |
| Employer contribution / active EE | $12,098 | $21,155-42.8% | $41,951-71.2% | $17,219-29.7% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |