Filed September 14, 1992
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 3-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 |
|---|---|---|
BMO HARRIS BANK NA1 year Filed as: M&T BANK Service code 28 · EIN 16-0538020 | Investment Management | $324,141 |
DANA INVESTMENT ADVISORS1 year Filed as: DANA INVESTMENT ADVISORS INC Service code 28 · EIN 39-1512278 | Investment Management | $39,525 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $22,798 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS ASSET MANAGEMENT LP Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $17,835 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING CAPITAL MANAGEMENT, INC. Service code 28 · EIN 63-1057974 | Investment Management | $12,614 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $12,093 |
THE LONDON COMPANY1 year Filed as: THE LONDON COMPANY OF VIRGINIA, LLC Service code 28 · EIN 90-0824693 | Investment Management | $11,495 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $8,638 |
COHO PARTNERS, LTD.1 year Service code 28 · EIN 23-3004662 | Investment Management | $6,654 |
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 5.74% | 9.41%-3.7pp | 5.00%+0.7pp | 9.19%-3.5pp |
| Employer contribution / active EE | $2,871 | $8,353-65.6% | $35,918-92.0% | $12,608-77.2% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |