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 |
|---|---|---|
D. F. DENT & COMPANY, INC.2 years Filed as: DF DENT & COMPANY, INC. Service code 28 400 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $66,778 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 | Investment Management | $52,011 |
SANDERSON ASSET MANAGEMENT2 years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 28 | Investment Management | $48,982 |
EARNEST PARTNERS, LLC2 years Filed as: EARNEST PARTNERS LLC Service code 28 1180 PEACHTREE ST · ATLANTA, GA 30309 | Investment Management | $48,576 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST COMPANY Service code 21 RODNEY SQUARE NORTH · WILMINGTON, DE 19890 | Bank Trustee | $39,877 |
LOOMIS SAYLES2 years Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $38,882 |
GARCIA HAMILTON & ASSOCIATES2 years Filed as: GARCIA HAMILTON & ASSOCIATES, LP Service code 28 1401 MCKINNEY STREET · HOUSTON, TX 77010 | Investment Management | $26,814 |
RHUMBLINE ADVISORS2 years Filed as: RHUMBLINE ADVISERS Service code 28 265 FRANKLIN ST · BOSTON, MA 02110 | Investment Management | $6,664 |
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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 8.40% | 10.64%-2.2pp | 90.60%-82.2pp | 11.45%-3.1pp |
| Employer contribution / active EE | $36,877 | $11,339+225.2% | $32,727+12.7% | $17,219+114.2% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |