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 |
|---|---|---|
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,112,881 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 23-1159360 | Actuarial | $340,076 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $292,831 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $174,561 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $119,999 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $98,847 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $73,544 |
AMERICAN FUNDS2+ years Filed as: GW CAPITAL, INC Service code 28 · EIN 68-0204817 | Investment Management | $52,010 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-2642764 | Investment Management | $42,095 |
HUNTON ANDREWS KURTH LLP2+ years Filed as: HUNTON & WILLIAMS LLP Service code 29 · EIN 54-0572269 | Legal | $25,883 |
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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 10.07% | 7.64%+2.4pp | 4.74%+5.3pp | 10.64%-0.6pp |
| Employer contribution / active EE | $2,410 | $7,500-67.9% | $36,089-93.3% | $11,561-79.2% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |