Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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 |
|---|---|---|
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $450,359 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $161,504 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $119,314 |
LSV ASSET MANAGEMENT4 years Service code 27 · EIN 23-2772200 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Advisory (Plan) | $53,258 |
WELLS FARGO BANK, N.A.5+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $42,916 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS CAPITAL MANAGEMENT, INC. Service code 28 · EIN 95-3692822 | Investment Management | $42,640 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 2929 ARCH ST., 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $29,323 |
ROBERTS & HOLLAND5+ years Service code 29 · EIN 13-1833405 | Legal | $25,823 |
MERCER4 years Service code 12 · EIN 12-2834414 | Recordkeeping and information managem... | $18,333 |
THE BANK OF NEW YORK MELLON5+ years Filed as: U.S BANK Service code 15 · EIN 41-2003732 | Recordkeeping | $17,997 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | 2.31% | 8.09%-5.8pp | 1087.39%-1085.1pp | 9.29%-7.0pp |
| Employer contribution / active EE | $95,492 | $22,299+328.2% | $42,245+126.0% | $15,168+529.6% |
| Participant deferral / active EE | $0 | $820-100.0% | $120-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |