Filed January 7, 2003
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 10-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 |
|---|---|---|
THE LONDON COMPANY10+ years Service code 27 · EIN 54-1703318 | Advisory (Plan) | $232,196 |
NORTHERN TRUST COMPANY10+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $195,076 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 | Investment Management | $122,552 |
HS MANAGEMENT PARTNERS, LLC10+ years Service code 28 · EIN 26-0335469 | Investment Management | $121,472 |
Filed as: ELLIOTT INTERNATIONAL LTD Service code 28 · EIN 84-3339129 | Investment Management | $99,758 |
ARISTOTLE CAPITAL MANAGEMENT7 years Service code 28 · EIN 95-4833644 | Investment Management | $65,533 |
DIAMOND HILL10+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $64,303 |
TIMES SQUARE CAPITAL MANAGEMENT10+ years Filed as: TIMESSQUARE CAPITAL MGMT Service code 28 · EIN 20-1665304 | Investment Management | $38,434 |
Filed as: BRANDYWINE Service code 21 · EIN 56-6669869 | Bank Trustee | $38,114 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 8.97% | 8.48%+0.5pp | 9.84%-0.9pp | 8.48%+0.5pp |
| Employer contribution / active EE | $4,646 | $9,949-53.3% | $30,320-84.7% | $9,949-53.3% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |