Filed August 4, 2006 (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 |
|---|---|---|
AON CONSULTING8 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $352,514 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 BOX 5488, FINANCE DEPARTMENT · BOSTON, MA 02206 | Investment Management | $70,386 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 135 SANTILLI HIGHWAY, AIM 026-0037 · EVERETT, MA 021491950 | Securities Custodian | $21,941 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 280 CONGRESS STREET · BOSTON, MA 02110 | Investment Management | $15,698 |
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.
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 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 53.4%-53.4pp | 0.0%0pp |
| Annual return | 10.89% | 9.22%+1.7pp | 6.25%+4.6pp | 9.22%+1.7pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $26,962-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $517-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |