Filed May 20, 2014 (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 6-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 |
|---|---|---|
Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $208,910 |
Service code 11 · EIN 53-0181291 | Actuarial | $154,193 |
WESTFIELD CAPITAL MANAGEMENT2 years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $120,677 |
AON CONSULTING2 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $119,821 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $73,525 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE Service code 28 · EIN 56-1557450 | Investment Management | $67,409 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,216 |
FCI ADVISORS2 years Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $61,912 |
FIERA CAPITAL2 years Service code 28 · EIN 13-2726734 | Investment Management | $60,892 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE (DELAWARE) Service code 28 · EIN 23-2693133 | Investment Management | $60,563 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $239,436-100.0% | $227,282-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | -110.14% | 10.53%-120.7pp | 10.75%-120.9pp | 9.30%-119.4pp |
| Employer contribution / active EE | $0 | $37,400-100.0% | $35,162-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |