Filed June 14, 2013 (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 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 |
|---|---|---|
MORLEY CAPITAL MANAGEMENT4+ years Filed as: MORLEY CAPITAL MANAGEMENT, INC. Service code 67 · EIN 93-0849924 | Other insurance wrap fees | $335,552 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $205,100 |
GARTMORE MORLEY CAPITAL TRUST4+ years Service code 28 · EIN 39-0856417 | Investment Management | $158,815 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $123,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,883 | $64,311+86.4% | $110,238+8.7% | $75,289+59.2% |
| Participation rate | 85.3% | 79.3%+6.0pp | 79.8%+5.5pp | 72.4%+12.9pp |
| Annual return | -5.10% | -1.74%-3.4pp | 314.74%-319.8pp | -0.04%-5.1pp |
| Employer contribution / active EE | $4,820 | $2,404+100.5% | $3,826+26.0% | $2,405+100.4% |
| Participant deferral / active EE | $6,808 | $3,892+74.9% | $4,672+45.7% | $3,739+82.1% |
| Admin fee / account holder | $161 | $88+83.8% | $8,547-98.1% | $102+57.5% |