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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $445,807 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $71,710 |
KILTEARN PARTNERS LLP3+ years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 51 651 HOLIDAY DRIVE, SUITE 300 · PITTSBURGH, PA 15220 | Investment Mgmt Fees | $62,766 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET INTERNATIONAL Service code 51 200 CLARENDON STREET 30TH FLOOR · BOSTON, MA 02116 | Investment Mgmt Fees | $36,853 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 51 · EIN 59-2385219 499 PARK AVENUE, 17TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $33,365 |
VULCAN VALUE PARTNERS3+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 51 THREE PROTECTIVE CENTER · BIRMINGHAM, AL 35223 | Investment Mgmt Fees | $32,974 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J. P. MORGAN--SPRUCE GROVE Service code 51 · EIN 13-6724804 | Investment Mgmt Fees | $30,593 |
MAHOUT GLOBAL EMERGING MKTS LEADERS1 year Filed as: MAHOUT GLOBAL EMERGING MARKETS Service code 51 · EIN 20-6762882 1313 N. MARKET STREET · WILMINGTON, DE 19801 | Investment Mgmt Fees | $18,668 |
ITHAKA GROUP, LLC3+ years Filed as: THE ITHAKA GROUP Service code 51 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Investment Mgmt Fees | $14,251 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 21 · EIN 06-0566090 | Bank Trustee | $6,594 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 16.51% | 26.60%-10.1pp | 10.16%+6.4pp | 17.84%-1.3pp |
| Employer contribution / active EE | $1,074 | $7,232-85.2% | $33,192-96.8% | $14,688-92.7% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |