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 GROUP4+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $105,000 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $69,073 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $57,000 |
BLITMAN & KING4+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $44,913 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $31,874 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $31,156 |
G A VERDILE LANDSCAPING1 year Service code 49 · EIN 27-2229230 | Other Services | $19,077 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $10,000 |
G W MORISI1 year Filed as: GW MORISI Service code 22 · EIN 04-2475189 | Insurance Broker | $7,947 |
DANIELLE HOYLE4+ years Filed as: DANIELLE COOKE Service code 49 2 CENTER SQUARE · EAST LONGMEADOW, MA 010280217 | Other Services | $5,055 |
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 0.35% | -1.12%+1.5pp | -2.18%+2.5pp | 0.19%+0.2pp |
| Employer contribution / active EE | $16,506 | $12,052+37.0% | $38,751-57.4% | $13,763+19.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |