Filed September 21, 2006 (most recent of 2 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 10-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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 23-1159360 1301 MCKINNEY STREET SUITE 3000 · HOUSTON, TX 77010 | Consulting | $1,618,304 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 500 GRANT STREET ONE MELLON CENTER · PITTSBURGH, PA 15258 | Other fees; Custodial (securities); T... | $261,769 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 59-1961621 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $158,357 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 46-1454454 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $139,391 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 · EIN 95-4575414 1800 AVENUE OF THE STARS 3RD FLOOR · LOS ANGELES, CA 90067 | Investment Management | $127,902 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 525 MARKET STREET 10TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $86,820 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 200 WEST STREET 37TH FLOOR · NEW YORK, NY 10828 | Investment Management | $83,554 |
BARON CAPITAL MANAGEMENT1+ years Filed as: BARON CAPITAL Service code 28 · EIN 13-3122938 767 FIFTH AVENUE 49TH FLOOR · NEW YORK, NY 10163 | Investment Management | $78,842 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 2321 ROSECRANS AVE SUITE 4200 · EL SEGUNDO, CA 90245 | Investment Management | $77,234 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 44-0640487 PO BOX 41900 · KANSAS CITY, MO 64141 | Investment Management | $73,159 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | -4.57% | 5.72%-10.3pp | 5.00%-9.6pp | 10.64%-15.2pp |
| Employer contribution / active EE | $5,964 | $7,055-15.5% | $35,918-83.4% | $11,561-48.4% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |