Filed December 30, 2014
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.
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 12 · EIN 36-2235791 | Recordkeeping and information managem... | $485,002 |
GOLDMAN SACHS1 year Filed as: COPPER ROCK CAPITAL PARTNERS, LLC Service code 28 · EIN 75-3179897 | Investment Management | $111,221 |
IVINS, PHILLIPS & BARKER2+ years Filed as: IVINS PHILLIPS AND BARKER Service code 29 · EIN 52-1229560 | Legal | $107,256 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $104,204 |
ANALYTIC INVESTORS, LLC1 year Service code 28 · EIN 95-2665790 | Investment Management | $66,089 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $50,023 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $15,429 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST QUANTIT ADVISORS INC Service code 28 50 SOUTH LASALLE STREET · CHICAGO, IL 60675 | Investment Management | $14,491 |
Service code 28 ONE EXCHANGE PLACE-SIXTH FLOOR · WATERBURY, CT 06702 | Investment Management | $10,529 |
See 1 actuary disclosure with Solo.
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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% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 3.62% | 28.71%-25.1pp | 7.98%-4.4pp | 9.19%-5.6pp |
| Employer contribution / active EE | $27,699 | $15,250+81.6% | $23,724+16.8% | $12,608+119.7% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |