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 CONSULTING4+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $891,906 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $545,649 |
THE LONDON COMPANY1 year Filed as: LONDON COMPANY Service code 28 · EIN 56-1557450 | Investment Management | $456,061 |
FIERA CAPITAL3 years Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $296,797 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $289,926 |
LOOMIS SAYLES3 years Filed as: NATIXIS-LOOMIS Service code 11 · EIN 04-3274056 | Actuarial | $215,240 |
FCI ADVISORS3 years Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $189,338 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $167,789 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $157,650 |
COMERICA BANK4+ years Filed as: COMERICA Service code 21 1717 MAIN ST. · DALLAS, TX 75201 | Bank Trustee | $133,164 |
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.
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 | $0 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 13.02% | 33.11%-20.1pp | 32.30%-19.3pp | 33.11%-20.1pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $33,955-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |