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 5-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 CONSULTING1+ years Filed as: AON Service code 17 · EIN 22-2232264 | Pension Consulting | $254,333 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $49,059 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $37,371 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $19,765 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE Service code 28 · EIN 56-1557450 | Investment Management | $16,401 |
FIERA CAPITAL1+ years Service code 28 · EIN 13-2726734 | Investment Management | $15,403 |
NATIXIS FUNDS1+ years Filed as: NATIXIS Service code 28 · EIN 04-3274056 | Investment Management | $14,389 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,754 |
FCI ADVISORS1+ years Filed as: FCI Service code 28 · EIN 43-1703335 | Investment Management | $12,787 |
DELAWARE INVESTMENTS1+ years Filed as: MACQUARIE (DELAWARE) Service code 28 · EIN 23-2693133 | Investment Management | $12,087 |
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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 0.00% | 13.80%-13.8pp | 90.60%-90.6pp | 13.80%-13.8pp |
| Employer contribution / active EE | $2,445 | $10,386-76.5% | $32,727-92.5% | $10,386-76.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |