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 COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $361,757 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 28 · EIN 04-2955404 | Investment Management | $211,045 |
Service code 28 · EIN 45-3056700 | Investment Management | $207,865 |
MONDRIAN INVESTMENT GROUP4+ years Service code 28 · EIN 56-2475915 | Investment Management | $84,150 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 17 · EIN 04-2927339 | Pension Consulting | $83,995 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $82,622 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL Service code 28 · EIN 24-1233834 | Investment Management | $35,459 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $21,744 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $18,271 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 20-1665304 | Investment Management | $15,208 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -6.84% | -3.49%-3.4pp | 4.36%-11.2pp | 0.19%-7.0pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |