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 |
|---|---|---|
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 27 · EIN 04-2755549 | Advisory (Plan) | $311,759 |
MERCER3 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $224,860 |
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-2723880 | Pension Consulting | $216,082 |
US BANK8+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 | Bank Trustee | $144,946 |
Filed as: PERSHING LLC Service code 17 · EIN 13-2741729 | Pension Consulting | $38,832 |
LEEWARD INVESTMENTS, LLC1 year Filed as: LEEWARD INVESTMENTS LLC Service code 17 · EIN 47-2540468 | Pension Consulting | $37,065 |
AMERICAN FUNDS8+ years Filed as: LEE MUNDER CAPITAL GROUP LLC Service code 27 · EIN 27-0282607 | Advisory (Plan) | $30,371 |
Filed as: STEPHENS INVESTMENT MANAGEMENT GR Service code 27 · EIN 20-3456509 | Advisory (Plan) | $10,822 |
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 | $2,456,633-100.0% | $270,125-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 1.5%-1.5pp |
| Annual return | -18.83% | -2.41%-16.4pp | -38.85%+20.0pp | 23.41%-42.2pp |
| Employer contribution / active EE | $7,220 | $7,691-6.1% | $37,752-80.9% | $12,650-42.9% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |