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 | $81,286 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $46,400 |
D. F. DENT & COMPANY, INC.3+ years Filed as: D.F. DENT & COMPANY, INC Service code 51 · EIN 54-1045317 | Investment Mgmt Fees | $43,077 |
RIDGEWORTH3+ years Filed as: MONTAG & CALDWELL Service code 51 · EIN 58-1022504 | Investment Mgmt Fees | $41,394 |
DEPRINCE, RACE & ZOLLO3+ years Service code 51 250 PARK AVENUE, SUITE 250 · WINTER PARK, FL 32789 | Investment Mgmt Fees | $33,298 |
SANDERSON ASSET MANAGEMENT3+ years Filed as: SANDERSON ASSET MANAGEMENT, INC Service code 51 · EIN 20-0348128 | Investment Mgmt Fees | $28,150 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $18,139 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST ADVISORS Service code 17 · EIN 20-2061505 | Pension Consulting | $14,351 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 | Contract Administrator | $12,716 |
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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 20.25% | 18.28%+2.0pp | 10.53%+9.7pp | 13.95%+6.3pp |
| Employer contribution / active EE | $8,054 | $11,746-31.4% | $29,360-72.6% | $16,598-51.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |