Filed July 18, 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 |
|---|---|---|
CURCIO WEBB2 years Filed as: CURCIO WEBB, LLC Service code 11 · EIN 36-4171366 | Actuarial | $464,570 |
BLACKROCK3 years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 · EIN 20-5319476 | Investment Management | $234,964 |
EARNEST PARTNERS, LLC10+ years Service code 28 · EIN 58-2386669 | Investment Management | $170,634 |
Filed as: PRINCIPAL BANK Service code 10 · EIN 51-0099493 | Accounting | $118,855 |
COVE STREET CAPITAL8 years Filed as: COVE STREET CAPITAL, LLC Service code 28 · EIN 27-5376591 | Investment Management | $87,554 |
METROPOLITAN WEST ASSET MANAGEMENT10+ years Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $62,640 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY, US LLP Service code 10 · EIN 30-1413441 | Accounting | $14,250 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 10.15% | 8.76%+1.4pp | 148.21%-138.1pp | 8.76%+1.4pp |
| Employer contribution / active EE | $3,293 | $16,627-80.2% | $26,792-87.7% | $16,627-80.2% |
| Participant deferral / active EE | $0 | $888-100.0% | $63-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |