Filed April 5, 2006
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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC2 years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $62,753 |
BDO USA, LLP10+ years Filed as: BDO USA Service code 10 · EIN 13-5381590 | Accounting | $41,047 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $24,702 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 TWO PNC PLAZA · PITTSBURG, PA 15222 | Securities Custodian | $11,393 |
PHILADELPHIA TRUST COMPANY2 years Filed as: PHILADELPHIA INSURANCE CO Service code 28 PO BOX 70251 · PHILADELPHIA, PA 19176 | Investment Management | $9,200 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON Service code 51 · EIN 04-6657583 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $6,451 |
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 | $226,918-100.0% | $226,918-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 19.4%-19.4pp | 17.5%-17.5pp | 39.2%-39.2pp |
| Annual return | 8.40% | 8.93%-0.5pp | 9.49%-1.1pp | 13.91%-5.5pp |
| Employer contribution / active EE | $83,765 | $31,546+165.5% | $29,215+186.7% | $35,282+137.4% |
| Participant deferral / active EE | $0 | $190-100.0% | $359-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $41,846-100.0% |