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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $281,506 |
BLACKROCK2+ years Service code 28 · EIN 20-5319476 | Investment Management | $144,008 |
EARNEST PARTNERS, LLC2+ years Service code 28 · EIN 58-2386669 | Investment Management | $132,191 |
COVE STREET CAPITAL2+ years Filed as: COVE STREET Service code 28 · EIN 27-5376591 | Investment Management | $129,805 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-4597302 | Investment Management | $129,086 |
CHELSEA MANAGEMENT CO.2+ years Service code 28 · EIN 95-2680112 | Investment Management | $98,083 |
WELLS FARGO BANK, N.A.2+ years Service code 64 · EIN 94-1347393 | Recordkeeping Fees | $67,867 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $13,375 |
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.
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 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 7.55% | 4.86%+2.7pp | 4.97%+2.6pp | 9.19%-1.6pp |
| Employer contribution / active EE | $5,183 | $7,571-31.5% | $29,721-82.6% | $12,608-58.9% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |