Filed February 7, 2020 (most recent of 2 filings on file)
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 6-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 |
|---|---|---|
DIAMOND HILL2+ years Filed as: DIAMOND HILL CAPITAL MGMT. Service code 27 · EIN 31-1019984 | Advisory (Plan) | $220,456 |
RIVERBRIDGE PARTNERS2+ years Service code 27 · EIN 41-1930193 | Advisory (Plan) | $188,439 |
HOLLAND CAPITAL MANAGEMENT LLC2+ years Filed as: HOLLAND CAPITAL MGMT. Service code 27 · EIN 36-3753847 | Advisory (Plan) | $174,179 |
CALLAN LLC1 year Filed as: CALLAN ASSOCIATES INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $164,027 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST BANK Service code 21 · EIN 59-2415913 | Bank Trustee | $138,877 |
Filed as: GLOBAL CURRENTS INVESTMENT MGMT. Service code 27 · EIN 26-1482415 | Advisory (Plan) | $103,584 |
RICHMOND CAPITAL MANAGEMENT2+ years Filed as: RICHMOND CAPITAL MGMT. Service code 27 · EIN 54-1288566 | Advisory (Plan) | $76,162 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MGMT. Service code 27 · EIN 98-0437848 | Advisory (Plan) | $48,105 |
BOSTON PARTNERS1 year Service code 27 · EIN 98-0202744 | Advisory (Plan) | $11,051 |
Filed as: LOGAN CIRCLE PARTNERS, LP. Service code 27 · EIN 20-8262386 | Advisory (Plan) | $7,304 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 2.95% | 10.84%-7.9pp | 5.00%-2.0pp | 5.86%-2.9pp |
| Employer contribution / active EE | $798 | $5,136-84.5% | $35,918-97.8% | $10,137-92.1% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |