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.9+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $602,652 |
AGILIS PARTNERS LLC1 year Filed as: AGILIS LLC Service code 11 · EIN 04-3513306 | Actuarial | $520,835 |
Service code 28 · EIN 13-3257590 | Investment Management | $246,545 |
ACADIAN ASSET MANAGEMENT LLC8 years Service code 28 · EIN 04-2929221 | Investment Management | $135,205 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $133,172 |
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $128,034 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $123,890 |
MONDRIAN INVESTMENT GROUP3 years Service code 28 · EIN 56-2475915 | Investment Management | $118,318 |
INCOME RESEARCH & MANAGEMENT2 years Service code 28 · EIN 04-2955404 | Investment Management | $112,362 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $78,294 |
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 11.26% | 11.26%0pp | 12.68%-1.4pp | 37.74%-26.5pp |
| Employer contribution / active EE | $16,761 | $10,658+57.3% | $41,588-59.7% | $15,781+6.2% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |