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.7+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $623,738 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTION TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $231,351 |
ACADIAN ASSET MANAGEMENT LLC6 years Service code 28 · EIN 04-2929221 | Investment Management | $170,980 |
RIVER AND MERCANTILE LLC5 years Service code 11 · EIN 04-3513306 | Actuarial | $151,805 |
Service code 51 · EIN 20-3145515 | Investment Mgmt Fees | $126,294 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $125,288 |
Service code 28 · EIN 56-2475915 | Investment Management | $117,710 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $105,055 |
PANAGORA ASSET MANAGEMENT7+ years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $93,468 |
Filed as: FIDELITY INSTITUTIONAL ASSET Service code 28 · EIN 20-2159373 | Investment Management | $88,692 |
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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 5.95% | 11.84%-5.9pp | 8.95%-3.0pp | 13.24%-7.3pp |
| Employer contribution / active EE | $14,070 | $12,426+13.2% | $46,559-69.8% | $14,616-3.7% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |