Filed October 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $138,955 |
GOTHAM ASSET MANAGEMENT5+ years Service code 28 · EIN 26-3590875 | Investment Management | $60,643 |
VULCAN VALUE PARTNERS5+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 | Investment Management | $49,289 |
MERRIL LYNCH4 years Filed as: MERILL LYNCH PIERCE FENNER & SMITH Service code 33 · EIN 13-5529190 | Securities brokerage | $25,144 |
Service code 52 · EIN 98-1274359 | Indirect Investment Fees | $10,228 |
BLACKSTONE4 years Filed as: BLACKSTONE GSO SECURED TRUST LTD Service code 28 · EIN 98-0659304 | Investment Management | $5,918 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $159,368-100.0% | $179,713-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.1%-1.1pp | 31.2%-31.2pp | 13.0%-13.0pp |
| Annual return | 18.10% | 11.91%+6.2pp | 8.22%+9.9pp | 13.59%+4.5pp |
| Employer contribution / active EE | $13,158 | $12,237+7.5% | $46,636-71.8% | $14,592-9.8% |
| Participant deferral / active EE | $0 | $64-100.0% | $1,719-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $1,392-100.0% | $29,657-100.0% |