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 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 |
|---|---|---|
AON CONSULTING6 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $1,600,961 |
Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $1,502,858 |
THE LONDON COMPANY3 years Filed as: LONDON COMPANY Service code 28 · EIN 56-1557450 | Investment Management | $904,522 |
WESTFIELD CAPITAL MANAGEMENT6 years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $735,907 |
FIERA CAPITAL5 years Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $714,900 |
LOOMIS SAYLES5 years Filed as: NATIXIS-LOOMIS Service code 11 · EIN 04-3274056 | Actuarial | $666,761 |
COMERICA BANK6 years Filed as: COMERICA Service code 21 1717 MAIN ST. · DALLAS, TX 75201 | Bank Trustee | $596,614 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $545,760 |
FCI ADVISORS5 years Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $489,915 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $363,258 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 10.07% | 9.57%+0.5pp | 8.80%+1.3pp | 9.57%+0.5pp |
| Employer contribution / active EE | $2 | $8,891-100.0% | $29,429-100.0% | $8,891-100.0% |
| Participant deferral / active EE | $0 | $333-100.0% | $58-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |