Filed January 1, 2015 (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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-1520346 | Contract Administrator | $366,797 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 27 · EIN 04-2755549 | Advisory (Plan) | $227,422 |
US BANK5+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 | Bank Trustee | $181,016 |
MERCER3 years Filed as: PAVILION ADVISORY GROUP Service code 27 43 SE MAIN ST #148 · MINNEAPOLIS, MN 55414 | Advisory (Plan) | $102,689 |
AMERICAN FUNDS5+ years Filed as: LEE MUNDER CAPITAL GROUP LLC Service code 27 · EIN 27-0282607 | Advisory (Plan) | $83,323 |
Filed as: STEPHENS INVESTMENT MANAGEMENT GR Service code 27 · EIN 20-3456509 | Advisory (Plan) | $78,448 |
Filed as: BANK OF AMERICA Service code 17 · EIN 94-1687665 | Pension Consulting | $34,652 |
PENN CAPITAL MANAGEMENT5+ years Service code 27 · EIN 22-2796848 | Advisory (Plan) | $33,519 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST COMPANY OF DELAWARE Service code 27 1100 ABERNATHY ROAD NE., SUITE 400 · ATLANTA, GA 303285634 | Advisory (Plan) | $13,977 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 17.55% | 34.64%-17.1pp | 20.73%-3.2pp | 21.83%-4.3pp |
| Employer contribution / active EE | $5,366 | $7,654-29.9% | $36,500-85.3% | $12,237-56.2% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |