Filed April 24, 2007 (most recent of 2 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 |
|---|---|---|
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $410,867 |
Service code 28 · EIN 45-3056700 | Investment Management | $280,786 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 04-2955404 | Investment Management | $163,388 |
MONDRIAN INVESTMENT GROUP2+ years Service code 28 · EIN 56-2475915 | Investment Management | $156,121 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 20-1665304 | Investment Management | $128,385 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $123,780 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 17 · EIN 04-2927339 | Pension Consulting | $82,938 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL Service code 28 · EIN 24-1233834 | Investment Management | $69,320 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $22,410 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $21,402 |
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.
Employer contribution per participant 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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 8.43% | 7.17%+1.3pp | 7.98%+0.4pp | 7.18%+1.2pp |
| Employer contribution / active EE | $2,620 | $13,444-80.5% | $23,724-89.0% | $13,095-80.0% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |