Filed January 24, 2019 (most recent of 3 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 |
|---|---|---|
GARDNER RUSSO1+ years Filed as: GARDNER RUSSO AND GARDNER Service code 28 · EIN 23-2673088 | Investment Management | $125,420 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $67,576 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $60,728 |
REAMS ASSET MANAGEMENT1+ years Service code 28 · EIN 35-1503965 | Investment Management | $33,558 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 2.35% | 5.09%-2.7pp | 5.00%-2.6pp | 7.18%-4.8pp |
| Employer contribution / active EE | $21,828 | $7,393+195.3% | $35,918-39.2% | $13,095+66.7% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |