Filed November 5, 2008 (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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $319,229 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $124,622 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $121,223 |
WESTFIELD CAPITAL MANAGEMENT2 years Filed as: WESTFIELD CAPITAL MGMT COMPANY, L.P Service code 28 · EIN 80-0175963 | Investment Management | $53,184 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $40,861 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $31,577 |
BLACKROCK6 years Service code 21 · EIN 94-3112180 | Bank Trustee | $25,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 19.2%-19.2pp | 12.3%-12.3pp | 17.1%-17.1pp |
| Annual return | 8.16% | 8.98%-0.8pp | 52.39%-44.2pp | 9.82%-1.7pp |
| Employer contribution / active EE | $67,895 | $17,759+282.3% | $23,486+189.1% | $13,587+399.7% |
| Participant deferral / active EE | $0 | $27-100.0% | $224-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |