Filed September 6, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: KARPUS MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $381,064 |
NON-US EQUITY MANAGERS1+ years Filed as: NON-US EQUITY MGRS Service code 28 · EIN 11-3818954 | Investment Management | $272,110 |
SHAPIRO CAPITAL MANAGEMENT LLC1+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $213,013 |
HARRIS1+ years Service code 28 · EIN 04-3276558 | Investment Management | $193,545 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $158,978 |
YACKTMAN1+ years Service code 28 · EIN 36-3780592 | Investment Management | $148,386 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $122,479 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD Service code 28 · EIN 30-0027188 | Investment Management | $119,361 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $110,390 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL Service code 28 · EIN 41-1975159 | Investment Management | $109,562 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $40,289-100.0% | $139,743-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 22.6%-22.6pp | 4.2%-4.2pp |
| Annual return | -2.62% | 10.64%-13.3pp | 4.97%-7.6pp | 10.64%-13.3pp |
| Employer contribution / active EE | $1,164 | $11,561-89.9% | $29,721-96.1% | $11,561-89.9% |
| Participant deferral / active EE | $0 | $347-100.0% | $26-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,369-100.0% | $312-100.0% |