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 MANAGEMENT3+ years Filed as: KARPUS MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $448,655 |
NON-US EQUITY MANAGERS3+ years Filed as: NON-US EQUITY MGRS Service code 28 · EIN 11-3818954 | Investment Management | $340,820 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $187,565 |
SHAPIRO CAPITAL MANAGEMENT LLC3+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $173,153 |
YACKTMAN3+ years Service code 28 · EIN 36-3780592 | Investment Management | $145,936 |
HARRIS3+ years Service code 28 · EIN 04-3276558 | Investment Management | $118,193 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $113,435 |
SCHARF INVESTMENTS LLC3+ years Filed as: SCHARF Service code 28 · EIN 26-3775085 | Investment Management | $108,492 |
AETNA LIFE INSURANCE COMPANY3+ years Filed as: AETNA Service code 28 · EIN 06-1392903 | Investment Management | $76,877 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD Service code 28 · EIN 30-0027188 | Investment Management | $69,012 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $192,869-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | 7.32% | -1.95%+9.3pp | -0.77%+8.1pp | -1.95%+9.3pp |
| Employer contribution / active EE | $1,248 | $9,243-86.5% | $29,514-95.8% | $9,243-86.5% |
| Participant deferral / active EE | $0 | $425-100.0% | $36-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $42,257-100.0% | $62,356-100.0% |