Filed April 4, 2018 (most recent of 7 filings on file)
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 7-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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $697,009 |
BAILLIE GIFFORD OVERSEAS LTD2+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $354,597 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON-LONDON INTERNATIONAL FUND Service code 51 · EIN 22-3321401 | Investment Mgmt Fees | $316,663 |
LINDSELL TRAIN LIMITED2+ years Service code 28 · EIN 98-1104976 | Investment Management | $294,752 |
Service code 28 320 PARK AVE., 8TH FLOOR · NEW YORK, NY 10022 | Investment Management | $275,142 |
RIVER AND MERCANTILE LLC2+ years Filed as: RIVER ROAD ASSET MGMT Service code 51 · EIN 43-2076925 | Investment Mgmt Fees | $235,514 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $230,692 |
THE TOWNSEND GROUP2+ years Filed as: TOWNSEND HOLDINGS LLC Service code 28 · EIN 45-3073569 | Investment Management | $201,065 |
POLARIS CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 74-3243565 | Investment Management | $195,615 |
Service code 51 · EIN 41-1923871 | Investment Mgmt Fees | $163,107 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | -33.05% | 9.56%-42.6pp | 14.41%-47.5pp | 17.84%-50.9pp |
| Employer contribution / active EE | $7,214 | $24,624-70.7% | $45,283-84.1% | $14,688-50.9% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |