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 COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $407,359 |
Service code 28 · EIN 45-3056700 | Investment Management | $316,687 |
MONDRIAN INVESTMENT GROUP3+ years Service code 28 · EIN 56-2475915 | Investment Management | $158,788 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 04-2955404 | Investment Management | $148,345 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 20-1665304 | Investment Management | $122,424 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $114,476 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 17 · EIN 04-2927339 | Pension Consulting | $82,127 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL Service code 28 · EIN 24-1233834 | Investment Management | $68,416 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $23,149 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $22,035 |
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 16.73% | 12.38%+4.3pp | 10.53%+6.2pp | 23.90%-7.2pp |
| Employer contribution / active EE | $1,603 | $23,325-93.1% | $29,360-94.5% | $16,539-90.3% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |