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 MANAGEMENT4+ years Filed as: KARPUS MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $517,271 |
NON-US EQUITY MANAGERS4+ years Filed as: NON-US EQUITY MGRS Service code 28 · EIN 11-3818954 | Investment Management | $336,868 |
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $186,838 |
SHAPIRO CAPITAL MANAGEMENT LLC4+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $157,250 |
YACKTMAN4+ years Service code 28 · EIN 36-3780592 | Investment Management | $148,807 |
HARRIS4+ years Service code 28 · EIN 04-3276558 | Investment Management | $120,713 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $89,108 |
DIAMOND HILL4+ years Service code 28 · EIN 31-1019984 | Investment Management | $82,712 |
AETNA LIFE INSURANCE COMPANY4+ years Filed as: AETNA Service code 28 · EIN 06-1392903 | Investment Management | $79,528 |
SOUNDSHORE4+ years Service code 28 · EIN 13-2509799 | Investment Management | $58,164 |
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 | $894,319,009-100.0% | $177,834-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 6.38% | 24.48%-18.1pp | 11.67%-5.3pp | 24.48%-18.1pp |
| Employer contribution / active EE | $1,287 | $9,418-86.3% | $28,376-95.5% | $9,418-86.3% |
| Participant deferral / active EE | $0 | $501-100.0% | $46-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $15,617-100.0% | $2,968,729-100.0% |