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 COMPANY2+ years Service code 51 · EIN 54-1703318 | Investment Mgmt Fees | $70,924 |
RIDGEWORTH2+ years Filed as: MONTAG & CALDWELL Service code 51 · EIN 58-1022504 | Investment Mgmt Fees | $40,558 |
D. F. DENT & COMPANY, INC.2+ years Filed as: D.F. DENT & COMPANY, INC Service code 51 · EIN 54-1045317 | Investment Mgmt Fees | $37,618 |
DEPRINCE, RACE & ZOLLO2+ years Service code 51 250 PARK AVENUE, SUITE 250 · WINTER PARK, FL 32789 | Investment Mgmt Fees | $26,033 |
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON ASSET MANAGEMENT, INC Service code 51 · EIN 20-0348128 | Investment Mgmt Fees | $24,933 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS Service code 17 · EIN 20-2061505 | Pension Consulting | $15,130 |
THIRD AVENUE2+ years Filed as: THIRD AVENUE MANAGEMENT Service code 51 · EIN 01-0690900 | Investment Mgmt Fees | $12,623 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 | Contract Administrator | $10,064 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 6.79% | 7.64%-0.9pp | 7.98%-1.2pp | 11.88%-5.1pp |
| Employer contribution / active EE | $6,908 | $10,406-33.6% | $23,724-70.9% | $14,612-52.7% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |