Filed January 24, 2014 (most recent of 5 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 8-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 |
|---|---|---|
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $694,932 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-6568107 ONE NORTH LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $593,701 |
Service code 28 · EIN 36-7045783 780 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $308,849 |
GARDNER RUSSO2 years Service code 28 · EIN 23-2673088 223 E CHESTNUT STREET · LANCASTER, PA 17602 | Investment Management | $175,730 |
NEPC, LLC3 years Filed as: NEPC CONSULTANTS Service code 16 · EIN 26-1429809 PO BOX 83261 · WOBURN, MA 01813 | Consulting | $126,546 |
MERCER6+ years Filed as: MERCER HR CONSULTING Service code 14 · EIN 13-2834414 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Plan Administrator | $97,132 |
SKYLINE6+ years Filed as: SKYLINE ASSET MANAGEMENT Service code 28 · EIN 36-4023693 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $91,019 |
WILLIAM BLAIR6+ years Service code 28 · EIN 36-2214610 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $76,518 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST CO Service code 15 · EIN 71-0968336 50 S. LASALLE STREET · CHICAGO, IL 60603 | Recordkeeping | $51,239 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 45-2531297 800 FIFTH AVENUE · SEATTLE, WA 98104 | Investment Management | $50,368 |
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 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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 12.08% | 117.00%-104.9pp | 90.60%-78.5pp | 5230.06%-5218.0pp |
| Employer contribution / active EE | $4,686 | $5,915-20.8% | $32,727-85.7% | $10,491-55.3% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |