Filed November 9, 2005
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 |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 28 125 HIGH STREET · BOSTON, MA 021102112 | Investment Management | $2,142,722 |
Filed as: LEGAL AND GENERAL MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $537,976 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $509,951 |
Service code 28 · EIN 45-3056700 | Investment Management | $442,218 |
Service code 28 · EIN 22-3361201 | Investment Management | $307,784 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $250,638 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 56-1473727 | Advisory (Participants) | $242,058 |
Filed as: ATALAYA CAPITAL MANAGEMENT LP Service code 28 · EIN 11-3774841 | Investment Management | $217,023 |
Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $173,517 |
Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 13-3979511 | Investment Management | $160,748 |
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 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 6.14% | 10.84%-4.7pp | 5.00%+1.1pp | 5.86%+0.3pp |
| Employer contribution / active EE | $7,834 | $5,136+52.5% | $35,918-78.2% | $10,137-22.7% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |