Filed January 31, 2007 (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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $287,239 |
DELAWARE INVESTMENTS3 years Filed as: MACQUARIE INVESTMENT MGMT ADV Service code 28 · EIN 23-2859590 | Investment Management | $265,447 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: J P MORGAN INVESTMENT MGT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $196,661 |
Service code 13 · EIN 13-3689044 | Contract Administrator | $188,519 |
D. F. DENT & COMPANY, INC.2 years Filed as: DF DENT & CO Service code 28 · EIN 52-1045317 | Investment Management | $183,505 |
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR INVT MGT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $172,403 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 56-1557450 | Investment Management | $154,093 |
PNC BANK, N.A.6+ years Service code 21 · EIN 22-1146430 | Bank Trustee | $127,668 |
Service code 28 · EIN 13-3257590 | Investment Management | $126,793 |
COHEN & STEERS6+ years Filed as: COHEN & STEERS CAPITAL MGT, INC Service code 28 · EIN 13-3353336 | Investment Management | $126,252 |
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.
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 | $0 | $1,964,387-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 13.20% | 12.86%+0.3pp | 21681.50%-21668.3pp | 12.86%+0.3pp |
| Employer contribution / active EE | $13,043 | $13,687-4.7% | $87,430-85.1% | $13,687-4.7% |
| Participant deferral / active EE | $0 | $833-100.0% | $70-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,693-100.0% | - |