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, LLC3+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,159,774 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 23-1159630 | Actuarial | $387,268 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $267,956 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $253,397 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $243,297 |
Filed as: STATE STREET GLOBAL ADVISOR TRU CO Service code 19 · EIN 81-4017137 | Securities Custodian | $76,308 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $75,218 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $56,184 |
HUNTON ANDREWS KURTH LLP3+ years Filed as: HUNTON & WILLIAMS LLP Service code 29 · EIN 54-0572269 | Legal | $42,961 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 | Securities Custodian | $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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 19.27% | 13.90%+5.4pp | 10.36%+8.9pp | 1057.21%-1037.9pp |
| Employer contribution / active EE | $3,538 | $9,853-64.1% | $37,738-90.6% | $14,374-75.4% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |