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 WEBB1 year Filed as: CURCIO WEBB, LLC Service code 11 · EIN 36-4171366 | Actuarial | $385,089 |
BLACKROCK2 years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 · EIN 20-5319476 | Investment Management | $201,883 |
EARNEST PARTNERS, LLC9+ years Service code 28 · EIN 58-2386669 | Investment Management | $146,901 |
Filed as: PRINCIPAL BANK Service code 10 · EIN 51-0099493 | Accounting | $118,049 |
COVE STREET CAPITAL7 years Filed as: COVE STREET CAPITAL, LLC Service code 28 · EIN 27-5376591 | Investment Management | $91,720 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $59,653 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $41,250 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $10,700 |
X-IGENT PRINTING, INC.2 years Filed as: X-LGENT PRINTING, INC. Service code 36 · EIN 33-1012003 | Copying and duplicating; Direct payme... | $5,351 |
PERKINS COIE, LLP5 years Filed as: PERKINS COIE LLP Service code 29 · EIN 91-0591206 | Legal | $5,263 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 14.15% | 8.44%+5.7pp | 14.21%-0.1pp | 9.11%+5.0pp |
| Employer contribution / active EE | $1,904 | $3,337-42.9% | $29,446-93.5% | $12,231-84.4% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |