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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY, LLC Service code 27 · EIN 26-0680642 | Advisory (Plan) | $92,816 |
Filed as: VOYA FINANCIAL, INC Service code 28 · EIN 52-1222820 | Investment Management | $81,125 |
Filed as: FIDELITY MANAGEMENT TRUST CO. Service code 28 · EIN 04-2647786 | Investment Management | $72,023 |
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST COMPANY Service code 21 RODNEY SQUARE NORTH · WILMINGTON, DE 19890 | Bank Trustee | $51,354 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 60 E 42ND ST · NEW YORK, NY 10165 | Investment Management | $35,806 |
GARCIA HAMILTON & ASSOCIATES4 years Filed as: GARCIA HAMILTON & ASSOCIATES, LP Service code 28 1400 MC KINNEY STREET · HOUSTON, TX 77010 | Investment Management | $34,016 |
Service code 28 | Investment Management | $31,592 |
EARNEST PARTNERS, LLC4 years Filed as: EARNEST PARTNERS LLC Service code 28 1180 PEACHTREE ST · ATLANTA, GA 30309 | Investment Management | $27,904 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 04-2683227 | Investment Management | $23,922 |
D. F. DENT & COMPANY, INC.4 years Filed as: DF DENT & COMPANY, INC. Service code 28 400 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $23,269 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -14.42% | -10.37%-4.1pp | -38.85%+24.4pp | 2.77%-17.2pp |
| Employer contribution / active EE | $0 | $8,700-100.0% | $37,752-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |