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 3-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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $471,263 |
AON CONSULTING3+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $296,686 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $286,987 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $263,121 |
COMERICA BANK3+ years Filed as: COMERICA Service code 21 1717 MAIN ST. · DALLAS, TX 75201 | Bank Trustee | $161,011 |
THE LONDON COMPANY1 year Filed as: LONDON (FRMLY WEDGE) Service code 28 · EIN 56-1557450 | Investment Management | $147,679 |
LOOMIS SAYLES2 years Filed as: NATIXIS-LOOMIS Service code 28 · EIN 04-3274056 | Investment Management | $133,940 |
FCI ADVISORS2 years Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $133,141 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $121,812 |
RICHMOND CAPITAL MANAGEMENT2 years Filed as: RICHMOND CAPITAL Service code 28 · EIN 54-1288566 | Investment Management | $81,761 |
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 | $281,394-100.0% | $270,125-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.4%-44.4pp |
| Annual return | -95.37% | -41.91%-53.5pp | -38.85%-56.5pp | -14.65%-80.7pp |
| Employer contribution / active EE | $0 | $40,094-100.0% | $37,752-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,631-100.0% |