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, LLC7+ years Service code 28 · EIN 20-2830751 | Investment Management | $2,240,504 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $453,233 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $439,257 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $301,310 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $189,736 |
Filed as: ROTHCHILD & CO. ASSET MANAGEMENT US Service code 28 · EIN 13-2544634 | Investment Management | $126,567 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $108,790 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 · EIN 13-4008324 | Accounting | $68,844 |
HUNTON ANDREWS KURTH LLP1 year Service code 29 · EIN 54-0572269 | Legal | $60,619 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRU CO Service code 19 · EIN 81-4017137 | Securities Custodian | $27,151 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 10.75% | 9.17%+1.6pp | 8.95%+1.8pp | 13.51%-2.8pp |
| Employer contribution / active EE | $2,479 | $5,235-52.6% | $46,559-94.7% | $8,170-69.7% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |