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 Service code 11 · EIN 53-0181291 | Actuarial | $559,781 |
EARNEST PARTNERS, LLC6+ years Service code 28 · EIN 58-2386669 | Investment Management | $138,059 |
BLACKROCK3 years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 20-5319476 | Investment Management | $135,129 |
COVE STREET CAPITAL4 years Filed as: COVE STREET CAPITAL, LLC Service code 28 · EIN 27-5376591 | Investment Management | $101,861 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $93,901 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N.A. Service code 10 · EIN 41-6257133 | Accounting | $89,750 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $19,850 |
X-IGENT PRINTING, INC.6+ years Service code 36 · EIN 33-1012003 | Copying and duplicating; Other fees; ... | $8,229 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | -22.54% | 9.42%-32.0pp | 9.65%-32.2pp | 12.86%-35.4pp |
| Employer contribution / active EE | $1,668 | $3,243-48.5% | $27,458-93.9% | $13,687-87.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |