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 | $79,765 |
D. F. DENT & COMPANY, INC.4+ years Filed as: D.F. DENT & COMPANY, INC Service code 51 · EIN 54-1045317 | Investment Mgmt Fees | $50,184 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $48,871 |
RIDGEWORTH4+ years Filed as: MONTAG & CALDWELL Service code 51 · EIN 58-1022504 | Investment Mgmt Fees | $44,140 |
DEPRINCE, RACE & ZOLLO4+ years Service code 51 250 PARK AVENUE, SUITE 250 · WINTER PARK, FL 32789 | Investment Mgmt Fees | $32,751 |
SANDERSON ASSET MANAGEMENT4+ years Filed as: SANDERSON ASSET MANAGEMENT, INC Service code 51 · EIN 20-0348128 | Investment Mgmt Fees | $27,483 |
PBMARES, LLP2 years Service code 10 · EIN 54-0737372 | Accounting | $18,675 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 | Contract Administrator | $13,617 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST ADVISORS Service code 17 · EIN 20-2061505 | Pension Consulting | $13,560 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -5.38% | 13.30%-18.7pp | 4.36%-9.7pp | -0.69%-4.7pp |
| Employer contribution / active EE | $1,765 | $10,363-83.0% | $27,383-93.6% | $16,786-89.5% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |