Filed October 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $143,316 |
GOTHAM ASSET MANAGEMENT1+ years Service code 28 · EIN 26-3590875 | Investment Management | $61,831 |
VULCAN VALUE PARTNERS1+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 | Investment Management | $38,361 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN- BOLTON GROUP Service code 28 · EIN 13-5521910 | Investment Management | $28,563 |
Service code 33 · EIN 13-5674085 | Securities brokerage | $15,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $11,654 |
See 1 actuary disclosure with Solo.
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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 | $20,476-100.0% | $226,711-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 48.3%-48.3pp | 15.7%-15.7pp |
| Annual return | -6.66% | -2.25%-4.4pp | -1.71%-4.9pp | -7.14%+0.5pp |
| Employer contribution / active EE | $26,047 | $9,687+168.9% | $45,357-42.6% | $14,613+78.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $175-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $7,161-100.0% | $1,191-100.0% |