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 CONSULTING5+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $836,745 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $529,787 |
THE LONDON COMPANY2 years Filed as: LONDON COMPANY Service code 28 · EIN 56-1557450 | Investment Management | $330,803 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $217,997 |
FIERA CAPITAL4 years Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $215,618 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $203,434 |
LOOMIS SAYLES4 years Filed as: NATIXIS-LOOMIS Service code 11 · EIN 04-3274056 | Actuarial | $191,125 |
FCI ADVISORS4 years Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $150,835 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $111,400 |
RICHMOND CAPITAL MANAGEMENT4 years Filed as: RICHMOND CAPITAL Service code 28 · EIN 54-1288566 | Investment Management | $89,623 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $344,948-100.0% | $334,201-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 51.8%-51.8pp | 43.9%-43.9pp | 44.0%-44.0pp |
| Annual return | -91.14% | 10.03%-101.2pp | 9.84%-101.0pp | 13.05%-104.2pp |
| Employer contribution / active EE | $0 | $31,905-100.0% | $30,320-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $59,591-100.0% | $53,213-100.0% | $30,864-100.0% |