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.2+ years Service code 28 · EIN 11-2869312 100 NORTH CENTRE AVENUE · ROCKVILLE CENTRE, NY 11570 | Investment Management | $84,224 |
Filed as: NEW ENGLAND PENSION CONSUTANTS Service code 28 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Investment Management | $49,147 |
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON Service code 28 · EIN 20-0348128 250 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $31,593 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON Service code 28 · EIN 04-6657583 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $16,632 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 28 · EIN 25-1211909 TWO PNC PLAZA · PITTSBURGH, PA 152222705 | Investment Management | $16,533 |
BDO USA, LLP2+ years Filed as: BDO USA Service code 28 · EIN 13-5381590 100 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $16,000 |
RICE HALL JAMES2+ years Service code 28 600 W BROADWAY · SAN DIEGO, CA 92101 | Investment Management | $15,405 |
WILLIS TOWERS WATSON US LLC2+ 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 FUNDS2+ years Service code 28 · EIN 95-6817943 5300 ROBINHOOD ROAD · NORFOLK, VA 23513 | Investment Management | $0 |
ARCHSTONE OFFSHORE FUND LTD2+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 11.35% | 11.00%+0.4pp | 9.39%+2.0pp | 10.41%+0.9pp |
| Employer contribution / active EE | $14,605 | $16,132-9.5% | $33,466-56.4% | $14,691-0.6% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |