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 MANAGEMENT TRUST CO Service code 15 · EIN 04-2723880 | Recordkeeping | $395,724 |
Service code 11 · EIN 53-0181291 | Actuarial | $126,693 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $96,291 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $95,266 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 80-0175963 | Investment Management | $87,834 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 94-6799945 | Investment Management | $53,699 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $41,815 |
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.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 6.24% | 221.56%-215.3pp | 29.77%-23.5pp | 53.27%-47.0pp |
| Employer contribution / active EE | $0 | $12,096-100.0% | $33,607-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |