Filed April 5, 2017 (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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $332,832 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 28 PO BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $98,797 |
Filed as: BANK OF AMERICA, NA Service code 21 · EIN 94-1687665 | Bank Trustee | $87,238 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 18 · EIN 93-6162267 | Direct payment from the plan; Custodi... | $41,840 |
Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $32,847 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $23,326 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 28 PO BOX 75599 · CHICAGO, IL 60675 | Investment Management | $8,161 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INTERNATIONAL Service code 28 2401 E. 2ND AVENUE · DENVER, CO 80206 | Investment Management | $5,544 |
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 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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 19.26% | 20.56%-1.3pp | 13.45%+5.8pp | 53.27%-34.0pp |
| Employer contribution / active EE | $0 | $25,506-100.0% | $26,057-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |