Filed September 11, 2012 (most recent of 2 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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2836900 | Actuarial | $766,390 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 51 · EIN 56-2457107 | Investment Mgmt Fees | $636,684 |
INCOME RESEARCH & MANAGEMENT10+ years Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $162,425 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: EDGBASTON INVESTMENT PARTNERS, LLP Service code 51 | Investment Mgmt Fees | $124,011 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $121,131 |
ARROW PENSIONS, LLC3 years Filed as: ARROW STREET INTL ACWI EX US FD Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $103,670 |
POLEN CAPITAL6 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $102,088 |
HS MANAGEMENT PARTNERS, LLC10+ years Filed as: HS MANAGEMENT PARTNERS Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $92,889 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INST OPER CO, INC. Service code 16 · EIN 04-2647786 | Consulting | $47,414 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $16,995 |
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 | 7.62% | 8.48%-0.9pp | 9.84%-2.2pp | 8.48%-0.9pp |
| Employer contribution / active EE | $4,773 | $9,949-52.0% | $30,320-84.3% | $9,949-52.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |