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 COMPANY4+ years Service code 51 · EIN 54-1703318 | Investment Mgmt Fees | $532,214 |
D. F. DENT & COMPANY, INC.4+ years Filed as: D.F. DENT & COMPANY, INC Service code 99 · EIN 52-1045317 | Other Fees | $312,777 |
RIDGEWORTH4+ years Filed as: MONTAG & CALDWELL Service code 51 · EIN 58-1022504 | Investment Mgmt Fees | $275,103 |
DEPRINCE, RACE & ZOLLO4+ years Service code 51 · EIN 59-3299598 | Investment Mgmt Fees | $211,670 |
SANDERSON ASSET MANAGEMENT3+ years Filed as: SANDERSON ASSET MANAGEMENT, INC Service code 51 · EIN 13-4169008 | Investment Mgmt Fees | $171,286 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $137,503 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $86,763 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST ADVISORS Service code 17 · EIN 20-2061505 | Pension Consulting | $85,375 |
PBMARES, LLP2 years Service code 10 · EIN 54-0737372 | Accounting | $19,542 |
Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 | Insurance Broker | $9,282 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -6.60% | -3.49%-3.1pp | 4.36%-11.0pp | 0.19%-6.8pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |