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 | $48,656 |
RIDGEWORTH2+ years Filed as: MONTAG & CALDWELL Service code 51 · EIN 26-3165863 | Investment Mgmt Fees | $27,824 |
D. F. DENT & COMPANY, INC.2+ years Filed as: D.F. DENT & COMPANY, INC. Service code 99 · EIN 52-1045317 | Other Fees | $25,807 |
DEPRINCE, RACE & ZOLLO2+ years Service code 51 · EIN 59-3299598 | Investment Mgmt Fees | $17,859 |
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON ASSET MANAGEMENT, INC Service code 51 · EIN 13-4169008 | Investment Mgmt Fees | $17,104 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS Service code 11 · EIN 20-2061505 | Actuarial | $10,380 |
THIRD AVENUE2+ years Filed as: THIRD AVENUE MANAGEMENT Service code 99 · EIN 01-0690900 | Other Fees | $8,660 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $6,904 |
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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 7.21% | 4.80%+2.4pp | 7.98%-0.8pp | 4.56%+2.7pp |
| Employer contribution / active EE | $14,789 | $12,906+14.6% | $23,724-37.7% | $15,526-4.7% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |