Filed February 18, 2015 (most recent of 4 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 COMPANY10+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $450,817 |
WILLIS TOWERS WATSON US LLC8 years Service code 11 · EIN 53-0181291 | Actuarial | $430,600 |
METROPOLITAN WEST ASSET MANAGEMENT11+ years Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $364,297 |
Filed as: LEGAL & GENERAL INVS MNGT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $299,712 |
Filed as: PRINCIPAL Service code 19 · EIN 51-0099493 | Securities Custodian | $177,269 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS LLP Service code 28 · EIN 80-0292839 | Investment Management | $119,731 |
Filed as: TOWERS WATSON INVESTMENT SVC, INC Service code 17 · EIN 53-1868818 | Pension Consulting | $118,797 |
ISLER DARE, P.C.1 year Filed as: ISLER DARE Service code 29 · EIN 54-1844836 | Legal | $73,872 |
PRICEWATERHOUSECOOPERS LLP8 years Service code 10 · EIN 13-4008324 | Accounting | $65,402 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET GLOBAL ADVISORS TRU CO Service code 19 · EIN 81-4017137 | Securities Custodian | $31,135 |
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 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 12.70% | 9.57%+3.1pp | 37.43%-24.7pp | 9.57%+3.1pp |
| Employer contribution / active EE | $2,344 | $8,891-73.6% | $38,058-93.8% | $8,891-73.6% |
| Participant deferral / active EE | $0 | $333-100.0% | $121-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |