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.
See peer percentile detail with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 20 · EIN 04-1683227 | Direct payment from the plan; Investm... | $606,409 |
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 28 · EIN 98-0444411 | Investment Management | $448,403 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $376,456 |
Filed as: GRANTHAM MAYO VANOTTERLOO & CO Service code 25 · EIN 04-2691242 | Directed Trustee | $244,140 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 16 · EIN 04-2927339 | Consulting | $143,248 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $104,508 |
Filed as: BNY MELLON Service code 28 · EIN 13-2614959 | Investment Management | $103,710 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $89,568 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $63,422 |
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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 16.49% | 19.50%-3.0pp | 8.35%+8.1pp | 12.86%+3.6pp |
| Employer contribution / active EE | $266,565 | $27,684+862.9% | $27,010+886.9% | $13,687+1847.6% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |