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 LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $414,218 |
BLACKROCK3+ years Service code 28 · EIN 20-5319476 | Investment Management | $166,438 |
EARNEST PARTNERS, LLC3+ years Service code 28 · EIN 58-2386669 | Investment Management | $164,973 |
COVE STREET CAPITAL1 year Filed as: COVE STREET CAPITAL, LLC Service code 28 · EIN 27-5376591 | Investment Management | $146,031 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $97,700 |
PERKINS COIE, LLP1 year Filed as: PERKINS COIE Service code 29 · EIN 91-0591206 | Legal | $86,574 |
CHELSEA MANAGEMENT CO.3+ years Service code 28 · EIN 95-2680112 | Investment Management | $83,663 |
WELLS FARGO BANK, N.A.3+ years Service code 25 · EIN 94-1347393 | Directed Trustee | $72,540 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $25,585 |
X-IGENT PRINTING, INC.1 year Filed as: X-IGENT Service code 49 · EIN 95-4884015 | Other Services | $6,686 |
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 | $0 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 13.32% | 17.84%-4.5pp | 10.65%+2.7pp | 17.84%-4.5pp |
| Employer contribution / active EE | $7,899 | $14,688-46.2% | $30,880-74.4% | $14,688-46.2% |
| Participant deferral / active EE | $0 | $770-100.0% | $65-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |