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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2836900 | Actuarial | $706,527 |
CAMBRIDGE INVESTMENT RESEARCH9+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 51 · EIN 56-2457107 | Investment Mgmt Fees | $597,253 |
Filed as: SCHRODERS INVESTMENT MANAGEMENT LTD Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $131,514 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $131,278 |
HS MANAGEMENT PARTNERS, LLC9+ years Filed as: HS MANAGEMENT PARTNERS Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $125,940 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: EDGBASTON INVESTMENT PARTNERS, LLP Service code 51 | Investment Mgmt Fees | $122,042 |
POLEN CAPITAL5 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $100,291 |
ARROW PENSIONS, LLC2 years Filed as: ARROW STREET INTL ACWI EX US FD Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $84,543 |
VULCAN VALUE PARTNERS9+ years Service code 51 · EIN 39-2051712 | Investment Mgmt Fees | $68,659 |
INCOME RESEARCH & MANAGEMENT9+ years Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $61,051 |
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 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 11.99% | 33.11%-21.1pp | 32.30%-20.3pp | 33.11%-21.1pp |
| Employer contribution / active EE | $4,380 | $9,000-51.3% | $33,955-87.1% | $9,000-51.3% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |