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 CONSULTING2+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $842,555 |
Service code 11 · EIN 53-0181291 | Actuarial | $391,889 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $162,474 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $93,172 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $78,058 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $63,007 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,647 |
FCI ADVISORS1 year Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $48,122 |
DELAWARE INVESTMENTS2+ years Filed as: MACQUARIE (DELAWARE) Service code 28 · EIN 23-2693133 | Investment Management | $46,573 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE Service code 28 · EIN 56-1557450 | Investment Management | $46,455 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 25.26% | 13.51%+11.7pp | 10.75%+14.5pp | 13.51%+11.7pp |
| Employer contribution / active EE | $8,083 | $8,170-1.1% | $35,162-77.0% | $8,170-1.1% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |