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 |
|---|---|---|
MASSA & ASSOCIATES, INC.1+ years Service code 28 · EIN 11-2869312 100 NORTH CENTRE AVENUE · ROCKVILLE CENTRE, NY 11570 | Investment Management | $78,180 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 28 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Investment Management | $48,948 |
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON Service code 28 · EIN 20-0348128 250 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $29,550 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON Service code 28 · EIN 04-6657583 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $17,706 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 28 · EIN 25-1211909 TWO PNC PLAZA · PITTSBURGH, PA 152222705 | Investment Management | $16,059 |
BDO USA, LLP1+ years Filed as: BDO USA Service code 28 · EIN 13-5381590 100 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $16,000 |
RICE HALL JAMES1+ years Service code 28 600 W BROADWAY · SAN DIEGO, CA 92101 | Investment Management | $14,330 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS INSURANCE SERVICES Service code 28 · EIN 94-7676375 C/O JP MORGAN · LOS ANGELES, CA 90065 | Investment Management | $8,403 |
AMERICAN FUNDS1+ years Service code 28 · EIN 95-6817943 5300 ROBIN HOOD ROAD · NORFOLK, VA 23513 | Investment Management | $0 |
ARCHSTONE OFFSHORE FUND LTD1+ years Service code 28 | Investment Management | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | -5.32% | 4.23%-9.6pp | 3.97%-9.3pp | 4.56%-9.9pp |
| Employer contribution / active EE | $12,816 | $16,147-20.6% | $28,168-54.5% | $15,526-17.5% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |