Filed October 11, 2014 (most recent of 6 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 28 · EIN 98-0444411 | Investment Management | $956,411 |
Filed as: GRANTHAM MAYO VANOTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $865,290 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $809,367 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-1683227 | Investment Management | $716,281 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 16 · EIN 04-2927339 | Consulting | $217,510 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $217,328 |
MANULIFE ASSET MANAGEMENT2+ years Service code 28 · EIN 45-2395022 | Investment Management | $212,761 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $181,329 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $71,036 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 7.72% | 9.70%-2.0pp | 1.15%+6.6pp | 9.19%-1.5pp |
| Employer contribution / active EE | $24,349 | $15,369+58.4% | $26,339-7.6% | $12,608+93.1% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |