Filed December 30, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
THE LONDON COMPANY3+ years Service code 51 · EIN 54-1703318 | Investment Mgmt Fees | $480,396 |
D. F. DENT & COMPANY, INC.3+ years Filed as: D.F. DENT & COMPANY, INC Service code 99 · EIN 52-1045317 | Other Fees | $251,066 |
RIDGEWORTH3+ years Filed as: MONTAG & CALDWELL Service code 51 · EIN 58-1022504 | Investment Mgmt Fees | $241,254 |
DEPRINCE, RACE & ZOLLO3+ years Service code 51 · EIN 59-3299598 | Investment Mgmt Fees | $196,804 |
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON ASSET MANAGEMENT, INC Service code 51 · EIN 13-4169008 | Investment Mgmt Fees | $164,068 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $130,950 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS Service code 17 · EIN 20-2061505 | Pension Consulting | $84,205 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $74,534 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $18,931 |
Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 | Insurance Broker | $8,344 |
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.
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 21.96% | 12.38%+9.6pp | 10.53%+11.4pp | 23.90%-1.9pp |
| Employer contribution / active EE | $65,848 | $23,325+182.3% | $29,360+124.3% | $16,539+298.1% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |