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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 51 · EIN 56-2457107 | Investment Mgmt Fees | $654,571 |
MERCER8+ years Service code 11 · EIN 13-2836900 | Actuarial | $579,249 |
INCOME RESEARCH & MANAGEMENT8+ years Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $285,356 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $187,901 |
Filed as: SCHRODERS INVESTMENT MANAGEMENT LTD Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $138,542 |
HS MANAGEMENT PARTNERS, LLC8+ years Filed as: HS MANAGEMENT PARTNERS Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $127,437 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: EDGBASTON INVESTMENT PARTNERS, LLP Service code 51 | Investment Mgmt Fees | $119,963 |
POLEN CAPITAL4 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $116,838 |
VULCAN VALUE PARTNERS8+ years Service code 51 · EIN 39-2051712 | Investment Mgmt Fees | $116,039 |
ARROW PENSIONS, LLC1 year Filed as: ARROW STREET INTL ACWI EX US FD Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $81,981 |
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 | $0 | $270,125-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -21.67% | -14.80%-6.9pp | -38.85%+17.2pp | -14.80%-6.9pp |
| Employer contribution / active EE | $2,957 | $8,996-67.1% | $37,752-92.2% | $8,996-67.1% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |