Filed May 16, 2006
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 8-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 |
|---|---|---|
Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 27 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $96,842 |
D. F. DENT & COMPANY, INC.3 years Filed as: DF DENT & COMPANY, INC. Service code 28 400 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $84,465 |
EARNEST PARTNERS, LLC3 years Filed as: EARNEST PARTNERS LLC Service code 28 1180 PEACHTREE ST · ATLANTA, GA 30309 | Investment Management | $57,297 |
LOOMIS SAYLES3 years Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $53,397 |
Service code 28 | Investment Management | $48,458 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST COMPANY Service code 21 RODNEY SQUARE NORTH · WILMINGTON, DE 19890 | Bank Trustee | $39,391 |
GARCIA HAMILTON & ASSOCIATES3 years Filed as: GARCIA HAMILTON & ASSOCIATES, LP Service code 28 1401 MCKINNEY STREET · HOUSTON, TX 77010 | Investment Management | $23,411 |
RHUMBLINE ADVISORS3 years Filed as: RHUMBLINE ADVISERS Service code 28 265 FRANKLIN ST · BOSTON, MA 02110 | Investment Management | $8,574 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 10.35% | 10.11%+0.2pp | 10.75%-0.4pp | 11.84%-1.5pp |
| Employer contribution / active EE | $284,941 | $14,976+1802.6% | $35,162+710.4% | $17,339+1543.3% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |