Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT8+ years Filed as: KARPUS MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $534,523 |
NON-US EQUITY MANAGERS4 years Service code 28 · EIN 11-3818954 | Investment Management | $472,484 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $210,292 |
PGIM INVESTMENTS2 years Filed as: JENNISON Service code 28 · EIN 52-2069785 | Investment Management | $203,343 |
DIAMOND HILL8+ years Service code 28 · EIN 31-1019984 | Investment Management | $172,124 |
SHAPIRO CAPITAL MANAGEMENT LLC8+ years Filed as: SHAPIRO Service code 28 · EIN 04-3276558 | Investment Management | $159,704 |
YACKTMAN8+ years Service code 28 · EIN 36-3780592 | Investment Management | $152,648 |
HARRIS8+ years Service code 28 · EIN 04-3276558 | Investment Management | $151,126 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP Service code 28 · EIN 95-1411037 | Investment Management | $128,820 |
Filed as: GRANITE Service code 28 · EIN 27-0225271 | Investment Management | $99,136 |
See 1 actuary disclosure with Solo.
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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 | $0 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 0.42% | 33.11%-32.7pp | 14.21%-13.8pp | 33.11%-32.7pp |
| Employer contribution / active EE | $1,433 | $9,000-84.1% | $29,446-95.1% | $9,000-84.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $125-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |