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 GROUP3+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $105,000 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $101,948 |
BLITMAN & KING3+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $65,716 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $57,100 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $52,549 |
Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $40,000 |
G A VERDILE LANDSCAPING3+ years Filed as: G & A VERDILE LANDSCAPING Service code 49 · EIN 27-2229230 | Other Services | $21,940 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $15,869 |
DANIELLE HOYLE3+ years Filed as: DANIELLE COOKE Service code 49 2 CENTER SQUARE · EAST LONGMEADOW, MA 010280217 | Other Services | $7,297 |
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.97% | 13.03%-0.1pp | 10.36%+2.6pp | 23.90%-10.9pp |
| Employer contribution / active EE | $16,253 | $15,779+3.0% | $37,738-56.9% | $16,539-1.7% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |