Filed December 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
VULCAN VALUE PARTNERS1+ years Service code 28 · EIN 39-2051712 | Investment Management | $108,965 |
GARCIA HAMILTON & ASSOCIATES1+ years Service code 28 · EIN 76-0589652 | Investment Management | $59,977 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 72-0771257 | Bank Trustee | $5,775 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 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% | - | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 0.0%0pp | 0.8%-0.8pp |
| Annual return | -1.00% | -0.60%-0.4pp | -1.50%+0.5pp | -0.60%-0.4pp |
| Employer contribution / active EE | $0 | $12,272-100.0% | $18,142-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $416-100.0% | $0 | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | - | $717-100.0% |