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 GROUP5+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $105,000 |
BLITMAN & KING5+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $92,197 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $79,158 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $60,089 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $46,000 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $24,982 |
G A VERDILE LANDSCAPING2 years Service code 49 · EIN 27-2229230 | Other Services | $18,167 |
WELLS FARGO BANK, N.A.1 year Service code 28 · EIN 94-1347393 | Investment Management | $15,145 |
G W MORISI2 years Filed as: GW MORISI Service code 22 · EIN 04-2475189 | Insurance Broker | $8,183 |
Filed as: WHITE GLOVE Service code 49 PO BOX 1005 · EAST LONGMEADOW, MA 01028 | Other Services | $7,650 |
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 16.83% | 10.27%+6.6pp | 10.56%+6.3pp | 53.27%-36.4pp |
| Employer contribution / active EE | $17,887 | $12,273+45.7% | $30,197-40.8% | $14,774+21.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |