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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON Service code 17 · EIN 22-2232264 | Pension Consulting | $97,709 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $91,288 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $48,276 |
COMERICA BANK1+ years Filed as: COMERICA Service code 21 1717 MAIN ST. · DALLAS, TX 75201 | Bank Trustee | $46,557 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE Service code 28 · EIN 56-1557450 | Investment Management | $40,244 |
FIERA CAPITAL1+ years Service code 28 · EIN 13-2726734 | Investment Management | $37,564 |
NATIXIS FUNDS1+ years Filed as: NATIXIS Service code 28 · EIN 04-3274056 | Investment Management | $35,201 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,695 |
FCI ADVISORS1+ years Filed as: FCI Service code 28 · EIN 43-1703335 | Investment Management | $31,385 |
DELAWARE INVESTMENTS1+ years Filed as: MACQUARIE (DELAWARE) Service code 28 · EIN 23-2693133 | Investment Management | $29,620 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $224,072-100.0% | $220,428-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | 0.00% | 99.73%-99.7pp | 90.60%-90.6pp | 259.13%-259.1pp |
| Employer contribution / active EE | $0 | $35,076-100.0% | $32,727-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |