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 | $3,096,598 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $724,572 |
Filed as: GRANTHAM MAYO VANOTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $549,829 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-1683227 | Investment Management | $316,157 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $238,004 |
MANULIFE ASSET MANAGEMENT3+ years Service code 28 · EIN 45-2395022 | Investment Management | $163,126 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $154,761 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 16 · EIN 04-2927339 | Consulting | $109,222 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $88,019 |
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.
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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 16.69% | 19.60%-2.9pp | 11.12%+5.6pp | 17.84%-1.1pp |
| Employer contribution / active EE | $0 | $16,438-100.0% | $22,651-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |