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 |
|---|---|---|
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE INVESTMENT MGMT ADV Service code 28 · EIN 23-2859590 | Investment Management | $447,536 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $365,651 |
D. F. DENT & COMPANY, INC.3 years Filed as: DF DENT & CO Service code 28 · EIN 52-1045317 | Investment Management | $239,245 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 28 · EIN 56-1557450 | Investment Management | $190,041 |
WILLIAM BLAIR7+ years Filed as: WILLIAM BLAIR INVT MGT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $188,212 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: J P MORGAN INVESTMENT MGT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $178,118 |
COHEN & STEERS7+ years Filed as: COHEN & STEERS CAPITAL MGT, INC Service code 28 · EIN 13-3353336 | Investment Management | $170,554 |
Service code 28 · EIN 13-3257590 | Investment Management | $154,715 |
PNC BANK, N.A.7+ years Service code 21 · EIN 22-1146430 | Bank Trustee | $145,133 |
Service code 13 · EIN 13-3689044 | Contract Administrator | $112,433 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $2,286,405-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 10.5%-10.5pp | 3.7%-3.7pp |
| Annual return | 11.26% | 15.63%-4.4pp | 4.92%+6.3pp | 15.63%-4.4pp |
| Employer contribution / active EE | $9,823 | $11,476-14.4% | $39,114-74.9% | $11,476-14.4% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $79-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |