Filed March 7, 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 15 · EIN 26-4310632 | Recordkeeping | $395,539 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $254,078 |
ADVISORY RESEARCH1+ years Filed as: ADVISORY RESEARCH INC. Service code 28 · EIN 36-2831881 | Investment Management | $153,293 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 | Investment Management | $124,858 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $116,207 |
BMO HARRIS BANK NA1+ years Service code 19 · EIN 36-2085229 111 E KILBOURN AVE · MILWAUKEE, WI 53202 | Securities Custodian | $66,137 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS ASSET MGT Service code 28 · EIN 47-3503928 | Investment Management | $57,919 |
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 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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -0.91% | -1.23%+0.3pp | -3.43%+2.5pp | 1.67%-2.6pp |
| Employer contribution / active EE | $17,864 | $11,541+54.8% | $25,607-30.2% | $10,506+70.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |