Filed March 28, 2014 (most recent of 7 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. $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 |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $187,500 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $73,456 |
ARROWSTREET CAPITAL7 years Filed as: ARROWSTREET CAPITAL LP Service code 51 200 CLARENDON STREET 30TH FLOOR · BOSTON, MA 02116 | Investment Mgmt Fees | $18,725 |
VULCAN VALUE PARTNERS10+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 51 THREE PROTECTIVE CENTER · BIRMINGHAM, AL 35223 | Investment Mgmt Fees | $8,923 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 3.00% | 8.50%-5.5pp | 9.84%-6.8pp | 8.76%-5.8pp |
| Employer contribution / active EE | $3,782 | $11,009-65.7% | $30,320-87.5% | $16,627-77.3% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |