Filed August 4, 2015 (most recent of 3 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 |
|---|---|---|
PIMCO FUNDS3 years Filed as: PIMCO Service code 27 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $778,095 |
GOLDMAN SACHS3 years Service code 27 200 WEST STREET · NEW YORK, NY 10282 | Advisory (Plan) | $631,952 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 14 · EIN 36-2723087 | Plan Administrator | $540,994 |
DONALD TAYLOR3 years Filed as: DONALD SMITH & CO Service code 27 152 W 57TH ST · NEW YORK, NY 10019 | Advisory (Plan) | $314,376 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $169,856 |
Filed as: PARAMETRIC Service code 27 800 FIFTH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $103,862 |
LORD ABBETT3 years Service code 27 30 HUDSON STREET · JERSEY CITY, NJ 07302 | Advisory (Plan) | $73,092 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 10 E. ST. LOUIS STREET · SPRINGFIELD, MO 65806 | Accounting | $51,131 |
PITCHBOOK DATA INC.3 years Filed as: PITCHBOOK Service code 49 901 5TH AVE #1200 · SEATTLE, WA 98164 | Other Services | $38,899 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $38,622 |
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.
Annual investment return 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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 1.08% | 9.57%-8.5pp | 5.19%-4.1pp | 9.57%-8.5pp |
| Employer contribution / active EE | $2,867 | $8,891-67.8% | $38,911-92.6% | $8,891-67.8% |
| Participant deferral / active EE | $0 | $333-100.0% | $0 | $333-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |