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 | $325,563 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 27 · EIN 04-2755549 | Advisory (Plan) | $258,225 |
US BANK6+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 | Bank Trustee | $151,431 |
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $103,967 |
Filed as: STEPHENS INVESTMENT MANAGEMENT GR Service code 27 · EIN 20-3456509 | Advisory (Plan) | $82,014 |
AMERICAN FUNDS6+ years Filed as: LEE MUNDER CAPITAL GROUP LLC Service code 27 · EIN 27-0282607 | Advisory (Plan) | $78,750 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST COMPANY OF DELAWARE Service code 27 1100 ABERNATHY ROAD NE., SUITE 400 · ATLANTA, GA 303285634 | Advisory (Plan) | $68,442 |
NIXON PEABODY LLP6+ years Service code 27 · EIN 16-0764720 | Advisory (Plan) | $12,897 |
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 | 18.37% | 12.77%+5.6pp | 90.60%-72.2pp | 12.86%+5.5pp |
| Employer contribution / active EE | $5,722 | $8,963-36.2% | $32,727-82.5% | $13,687-58.2% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |