Filed November 3, 2013
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 10-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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $342,859 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $293,877 |
BABSON CAPITAL1+ years Service code 51 · EIN 54-0504477 | Investment Mgmt Fees | $282,133 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $237,519 |
Service code 51 · EIN 33-1077887 | Investment Mgmt Fees | $181,230 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT CO Service code 51 · EIN 95-4861680 | Investment Mgmt Fees | $168,295 |
Filed as: ARROWPOINT INVESTMENT MANAGEMENT CO Service code 51 · EIN 38-2917921 | Investment Mgmt Fees | $111,820 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INSTITUTIONAL ADVISORS INC Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $111,556 |
LANDMARK EQUITY ADVISORS LLC1+ years Filed as: LANDMARK REALTY ADVISORS LLC Service code 51 · EIN 06-1471488 10 MILL POND LANE · SIMSBURY, CT 06070 | Investment Mgmt Fees | $11,683 |
LANDMARK EQUITY ADVISORS LLC1+ years Service code 51 · EIN 06-1519082 10 MILL POND LANE · SIMSBURY, CT 06070 | Investment Mgmt Fees | $0 |
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 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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -0.05% | -1.13%+1.1pp | -0.81%+0.8pp | 2.81%-2.9pp |
| Employer contribution / active EE | $40,244 | $14,981+168.6% | $38,425+4.7% | $16,358+146.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |