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 |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 20 · EIN 04-1683227 | Investment management fees paid direc... | $538,726 |
Filed as: GRANTHAM MAYO VANOTTERLOO & CO Service code 25 · EIN 04-2691242 | Directed Trustee | $474,523 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $421,750 |
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 28 · EIN 98-0444411 | Investment Management | $256,663 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $165,552 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 16 · EIN 04-2927339 | Consulting | $165,088 |
MANULIFE ASSET MANAGEMENT1+ years Service code 28 · EIN 45-2395022 | Investment Management | $113,108 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $109,415 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $19,520 |
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.
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 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | 0.00% | -5.10%+5.1pp | -6.55%+6.6pp | 33.37%-33.4pp |
| Employer contribution / active EE | $75,047 | $17,560+327.4% | $21,653+246.6% | $11,253+566.9% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |