Filed July 19, 1991
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 |
|---|---|---|
CAUSEWAY CAPITAL MANAGEMENT LLC6+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $181,044 |
Filed as: MONDRIAN INVESTMENT GROUP(US), INC Service code 51 1105 N. MARKET STREET · WILMINGTON, DE 19801 | Investment Mgmt Fees | $161,932 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 9.63% | 13.80%-4.2pp | 380.66%-371.0pp | 13.80%-4.2pp |
| Employer contribution / active EE | $5,956 | $10,386-42.7% | $45,083-86.8% | $10,386-42.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $272-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |