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 |
|---|---|---|
Filed as: MACQUAIRE INVESTMENT MANAGEMENT Service code 27 · EIN 23-2859590 | Advisory (Plan) | $327,045 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $248,770 |
Filed as: DF DENT & CO., INC. Service code 28 · EIN 52-1045317 | Investment Management | $164,928 |
Filed as: JP MORGAN INVESTMENT MGT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $155,183 |
WILLIAM BLAIR8+ years Filed as: WILLIAM BLAIR INVT MGT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $149,120 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $146,741 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $146,060 |
COHEN & STEERS1 year Filed as: COHEN & STEERS CAPITAL MGT, INC. Service code 28 · EIN 13-3353336 | Investment Management | $134,162 |
PNC BANK, N.A.8+ years Service code 21 · EIN 22-1146430 | Bank Trustee | $101,782 |
Service code 28 · EIN 13-3257590 | Investment Management | $101,626 |
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.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $2,278,297-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -16.62% | 90.87%-107.5pp | 111.29%-127.9pp | 2.77%-19.4pp |
| Employer contribution / active EE | $10,823 | $19,322-44.0% | $46,003-76.5% | $15,262-29.1% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |