Filed August 18, 1
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 |
|---|---|---|
EACM ADVISORS LLC1+ years Filed as: EACM ADVISORS, LLC Service code 28 · EIN 20-1348795 | Investment Management | $718,180 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $664,343 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 | Investment Management | $501,985 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $393,447 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 05-0530199 | Investment Management | $372,286 |
OAKTREE CAPITAL MANAGEMENT, L.P.1+ years Filed as: OAKTREE CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0189082 | Investment Management | $344,992 |
MARSICO CAPITAL MANAGEMENT, LLC1+ years Filed as: MARSICO CAPITAL MANAGEMENT LLC Service code 28 · EIN 84-1434992 | Investment Management | $335,167 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 20-4057610 | Investment Management | $275,902 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $256,067 |
FRANKLIN TEMPLETON1+ years Filed as: TEMPLETON INVESTMENT COUNSEL INC Service code 28 · EIN 59-1961621 | Investment Management | $255,774 |
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.
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 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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -5.38% | -1.23%-4.2pp | -3.43%-2.0pp | 1.67%-7.1pp |
| Employer contribution / active EE | $32,644 | $11,541+182.9% | $25,607+27.5% | $10,506+210.7% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |