Filed July 24, 2012 (most recent of 2 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 |
|---|---|---|
D. F. DENT & COMPANY, INC.1+ years Filed as: DF DENT Service code 28 · EIN 51-1045317 | Investment Management | $53,161 |
WITHUMSMITH+BROWN, PC1+ years Filed as: ALEX BROWN INVESTMENT MANAGERS Service code 28 · EIN 22-2221888 | Investment Management | $39,864 |
BMO HARRIS BANK NA1+ years Filed as: M & T BANK Service code 21 · EIN 16-0538020 | Bank Trustee | $33,988 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 20-0863941 | Investment Management | $30,539 |
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.
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -4.08% | -0.96%-3.1pp | -2.00%-2.1pp | -0.60%-3.5pp |
| Employer contribution / active EE | $2,847 | $6,828-58.3% | $34,470-91.7% | $12,272-76.8% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |