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 |
|---|---|---|
INCOME RESEARCH & MANAGEMENT6+ years Service code 28 · EIN 04-2955404 | Investment Management | $302,046 |
Service code 28 · EIN 45-3056700 | Investment Management | $193,987 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $108,815 |
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON CAPITAL Service code 28 · EIN 24-1233834 | Investment Management | $105,615 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $88,521 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 17 · EIN 04-2927339 | Pension Consulting | $87,064 |
MONDRIAN INVESTMENT GROUP6+ years Service code 28 · EIN 56-2475915 | Investment Management | $67,016 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $24,114 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $9,500 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 42-1704580 | Investment Management | $2,555 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 17.96% | 16.36%+1.6pp | 793.01%-775.1pp | 11.45%+6.5pp |
| Employer contribution / active EE | $0 | $15,595-100.0% | $27,004-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |