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.8+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $691,672 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTION TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $169,913 |
AGILIS PARTNERS LLC1 year Filed as: AGILIS Service code 11 · EIN 04-3513306 | Actuarial | $161,055 |
Service code 28 · EIN 13-3257590 | Investment Management | $144,950 |
ACADIAN ASSET MANAGEMENT LLC7 years Service code 28 · EIN 04-2929221 | Investment Management | $139,366 |
NEPC, LLC3 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $139,121 |
MONDRIAN INVESTMENT GROUP2 years Service code 28 · EIN 56-2475915 | Investment Management | $115,018 |
Service code 28 · EIN 20-3145515 | Investment Management | $95,125 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $91,092 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $83,820 |
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.
Annual investment return 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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -25.30% | 38.53%-63.8pp | -3.21%-22.1pp | 2.77%-28.1pp |
| Employer contribution / active EE | $14,822 | $14,659+1.1% | $46,019-67.8% | $15,262-2.9% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |