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 CONSULTING3+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $669,891 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $271,767 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $247,960 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $151,009 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $138,479 |
THE LONDON COMPANY1 year Filed as: LONDON (FRMLY WEDGE) Service code 28 · EIN 56-1557450 | Investment Management | $78,028 |
FCI ADVISORS2 years Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $70,035 |
COMERICA BANK3+ years Filed as: COMERICA Service code 21 1717 MAIN ST. · DALLAS, TX 75201 | Bank Trustee | $50,893 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $40,900 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,847 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $270,125-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | 135.50% | 7.68%+127.8pp | -38.85%+174.4pp | 7.68%+127.8pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $37,752-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $16-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $16,942-100.0% | $19,323-100.0% |