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 |
|---|---|---|
Filed as: CBIZ COTTONWOOD Service code 11 · EIN 31-1582098 | Actuarial | $90,284 |
DENTONS US LLP2+ years Filed as: DENTONS Service code 17 · EIN 36-1796730 | Pension Consulting | $74,907 |
COMMERCE BANK2+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 43-1492710 | Securities Custodian | $38,267 |
JEFFREY SLOCUM & ASSOCIATES2+ years Service code 17 · EIN 41-1567437 | Pension Consulting | $30,000 |
COTTONWOOD ADVISORS, LLC2+ years Filed as: THE COTTONWOOD GROUP LLC Service code 11 · EIN 20-5250908 | Actuarial | $12,310 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESMENT MANAGEMENT COMPAN Service code 28 · EIN 33-0629048 | Investment Management | $0 |
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 18.72% | 5.09%+13.6pp | 5.00%+13.7pp | 7.18%+11.5pp |
| Employer contribution / active EE | $12,489 | $7,393+68.9% | $35,918-65.2% | $13,095-4.6% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |