Filed April 18, 2014 (most recent of 3 filings on file)
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 |
|---|---|---|
MEKETA INVESTMENT GROUP2+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 42-2659023 | Advisory (Plan) | $105,000 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $96,266 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $65,470 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $42,000 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $40,000 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $32,700 |
G A VERDILE LANDSCAPING2+ years Filed as: G & A VERDILE LANDSCAPING Service code 49 · EIN 27-2229230 | Other Services | $16,216 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $12,441 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MGT LLC Service code 28 · EIN 25-1890416 | Investment Management | $5,844 |
DANIELLE HOYLE2+ years Filed as: DANIELLE COOKE Service code 49 2 CENTER SQUARE · EAST LONGMEADOW, MA 010280217 | Other Services | $5,746 |
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.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.51% | 5.13%+2.4pp | 4.74%+2.8pp | 7.18%+0.3pp |
| Employer contribution / active EE | $15,121 | $14,689+2.9% | $36,089-58.1% | $13,095+15.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |