Filed August 2, 2012 (most recent of 3 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 |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 28 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $287,188 |
Service code 28 · EIN 36-7045783 780 3RD AVENUE, 42ND FLOOR · NEW YORK, NY 10017 | Investment Management | $112,462 |
KENNEDY CAPITAL MANAGEMENT1+ years Service code 28 10829 OLIVE BOULEVARD, SUITE 100 · SAINT LOUIS, MO 63141 | Investment Management | $93,915 |
Service code 28 253 BAYBERRY LANE · WESTPORT, CT 06880 | Investment Management | $22,557 |
BLACKSTONE1+ years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $10,417 |
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 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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | -3.13% | 9.41%-12.5pp | 5.00%-8.1pp | 9.19%-12.3pp |
| Employer contribution / active EE | $6,707 | $8,353-19.7% | $35,918-81.3% | $12,608-46.8% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |