Filed May 16, 2006
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 8-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: SANDERSON ASSET MANAGEMENT LLP Service code 28 | Investment Management | $118,215 |
Filed as: DF DENT & COMPANY, INC. Service code 28 400 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $100,812 |
Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 | Investment Management | $99,796 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST COMPANY Service code 21 RODNEY SQUARE NORTH · WILMINGTON, DE 19890 | Bank Trustee | $63,273 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS LLC Service code 28 1180 PEACHTREE ST · ATLANTA, GA 30309 | Investment Management | $58,809 |
LOOMIS SAYLES1 year Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $42,750 |
Filed as: GARCIA HAMILTON & ASSOCIATES, LP Service code 28 1401 MCKINNEY STREET · HOUSTON, TX 77010 | Investment Management | $32,220 |
RHUMBLINE ADVISORS1 year Filed as: RHUMBLINE ADVISERS Service code 28 265 FRANKLIN ST · BOSTON, MA 02110 | Investment Management | $8,381 |
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 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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 13.79% | 15.61%-1.8pp | 20.73%-6.9pp | 53.27%-39.5pp |
| Employer contribution / active EE | $26,115 | $10,773+142.4% | $36,500-28.5% | $14,774+76.8% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |