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 COMPANY9+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $457,177 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $409,621 |
METROPOLITAN WEST ASSET MANAGEMENT10+ years Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $295,014 |
SANDS CAPITAL MANAGEMENT, LLC10+ years Service code 28 · EIN 20-2830751 | Investment Management | $208,387 |
Filed as: PRINCIPAL Service code 19 · EIN 51-0099493 | Securities Custodian | $159,624 |
AON CONSULTING9+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $101,442 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS LLP Service code 28 · EIN 80-0292839 | Investment Management | $88,795 |
PRICEWATERHOUSECOOPERS LLP7 years Service code 10 · EIN 13-4008324 | Accounting | $63,190 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET GLOBAL ADVISORS TRU CO Service code 19 · EIN 81-4017137 | Securities Custodian | $22,253 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 5.02% | 8.85%-3.8pp | 9.14%-4.1pp | 8.85%-3.8pp |
| Employer contribution / active EE | $1,233 | $8,529-85.5% | $40,544-97.0% | $8,529-85.5% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |