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 | $57,895 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $46,900 |
D. F. DENT & COMPANY, INC.3+ years Filed as: D.F. DENT & COMPANY, INC. Service code 99 · EIN 52-1045317 | Other Fees | $30,421 |
RIDGEWORTH3+ years Filed as: MONTAG & CALDWELL Service code 51 · EIN 26-3165863 | Investment Mgmt Fees | $29,232 |
DEPRINCE, RACE & ZOLLO3+ years Service code 51 · EIN 59-3299598 | Investment Mgmt Fees | $23,717 |
SANDERSON ASSET MANAGEMENT3+ years Filed as: SANDERSON ASSET MANAGEMENT, INC Service code 51 · EIN 13-4169008 | Investment Mgmt Fees | $19,880 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $18,091 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST ADVISORS Service code 11 · EIN 20-2061505 | Actuarial | $10,178 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $9,010 |
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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 21.62% | 10.98%+10.6pp | 10.53%+11.1pp | 10.41%+11.2pp |
| Employer contribution / active EE | $18,182 | $15,231+19.4% | $29,360-38.1% | $14,691+23.8% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |