Filed July 9, 2015 (most recent of 3 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 3-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 |
|---|---|---|
COMMERCE BANK1+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 43-1492710 | Securities Custodian | $91,197 |
COTTONWOOD ADVISORS, LLC1+ years Filed as: THE COTTONWOOD GROUP LLC Service code 11 · EIN 20-5250908 | Actuarial | $79,266 |
JEFFREY SLOCUM & ASSOCIATES1+ years Service code 17 · EIN 41-1567437 | Pension Consulting | $30,000 |
DENTONS US LLP1+ years Filed as: DENTONS Service code 17 · EIN 36-1796730 | Pension Consulting | $11,456 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON INVESTMENT SERVICING (US Service code 10 ONE BOSTON PLACE · BOSTON, MA 02108 | Accounting | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 28 · EIN 26-1208724 | Investment Management | $0 |
WITHUMSMITH+BROWN, PC1+ years Filed as: TWEEDY BROWNE FUND INC. Service code 28 ONE STATION PLACE · STAMFORD, CT 06902 | Investment Management | $0 |
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -0.01% | -0.96%+1.0pp | -2.00%+2.0pp | -0.60%+0.6pp |
| Employer contribution / active EE | $8,348 | $6,828+22.3% | $34,470-75.8% | $12,272-32.0% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |