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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $227,416 |
Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $120,265 |
AON CONSULTING1 year Filed as: AON Service code 17 · EIN 22-2232264 | Pension Consulting | $114,451 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE Service code 28 · EIN 56-1557450 | Investment Management | $100,223 |
FIERA CAPITAL1 year Service code 28 · EIN 13-2726734 | Investment Management | $93,591 |
NATIXIS FUNDS1 year Filed as: NATIXIS Service code 28 · EIN 04-3274056 | Investment Management | $87,682 |
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $86,230 |
FCI ADVISORS1 year Filed as: FCI Service code 28 · EIN 43-1703335 | Investment Management | $78,158 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE (DELAWARE) Service code 28 · EIN 23-2693133 | Investment Management | $73,772 |
Filed as: RICHMOND Service code 28 · EIN 54-1288566 | Investment Management | $48,626 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | -23.08% | 12.77%-35.8pp | 90.60%-113.7pp | 12.86%-35.9pp |
| Employer contribution / active EE | $3,552 | $8,963-60.4% | $32,727-89.1% | $13,687-74.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |