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 |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $360,906 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $207,531 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 80-0175963 | Investment Management | $133,673 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $124,189 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $118,318 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 94-6799945 | Investment Management | $81,976 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $35,607 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 4.14% | 17.94%-13.8pp | 5.44%-1.3pp | 7.18%-3.0pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |