Filed June 27, 2014 (most recent of 5 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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Other fees; Investment management fee... | $862,055 |
MERCER2+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $535,003 |
Filed as: SILCHESTER Service code 28 · EIN 45-3056700 | Investment Management | $355,407 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $282,889 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $276,774 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $247,644 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO Service code 21 1 LINCOLN ST FL1 · BOSTON, MA 021112901 | Bank Trustee | $247,639 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON INSTITUTIONAL Service code 28 · EIN 94-3411725 | Investment Management | $220,609 |
HOOD RIVER CAPITAL MANAGEMENT2+ years Filed as: HOOD RIVER Service code 28 ONE SW COLUMBIA STREET · PORTLAND, OR 97258 | Investment Management | $178,399 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $117,725 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.20% | 6.13%+1.1pp | 4.74%+2.5pp | 9.19%-2.0pp |
| Employer contribution / active EE | $3,798 | $10,206-62.8% | $36,089-89.5% | $12,608-69.9% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |