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 Service code 11 · EIN 53-0181291 | Actuarial | $352,035 |
BLACKROCK4 years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 20-5319476 | Investment Management | $275,478 |
EARNEST PARTNERS, LLC7+ years Service code 28 · EIN 58-2386669 | Investment Management | $148,239 |
COVE STREET CAPITAL5 years Filed as: COVE STREET CAPITAL, LLC Service code 28 · EIN 27-5376591 | Investment Management | $102,574 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK N.A. Service code 10 · EIN 41-6257133 | Accounting | $102,270 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $79,743 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $20,750 |
X-IGENT PRINTING, INC.7+ years Service code 36 · EIN 33-1012003 | Direct payment from the plan; Other f... | $18,839 |
PERKINS COIE, LLP3 years Filed as: PERKINS COIE LLP Service code 29 · EIN 91-0591206 | Legal | $13,362 |
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 | $444,552-100.0% | $161,924-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 3.7%-3.7pp |
| Annual return | 11.34% | 11.76%-0.4pp | 10.41%+0.9pp | 15.63%-4.3pp |
| Employer contribution / active EE | $6,257 | $3,456+81.0% | $31,248-80.0% | $11,476-45.5% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,130-100.0% | $429-100.0% |