Filed November 26, 1997 (most recent of 3 filings on file)
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,681,250 |
MARATHON ASSET MANAGEMENT8 years Filed as: MARATHON-LONDON Service code 28 | Investment Management | $1,924,255 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,636,131 |
DEPRINCE, RACE & ZOLLO10+ years Filed as: DEPRINCE RACE & ZOLLO INC. Service code 28 · EIN 59-3299598 | Investment Management | $1,562,356 |
Filed as: NEXT CENTURY GROWTH INV, LLC Service code 28 · EIN 41-1923871 | Investment Management | $1,494,512 |
AMERICAN FUNDS6 years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $1,385,395 |
Filed as: SANDS CAPITAL MGMT, LLC Service code 28 · EIN 20-2830751 | Investment Management | $1,139,417 |
Filed as: TIMESSQUARE CAPITAL MGMT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $992,119 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $718,154 |
Filed as: BRANDYWINE GLOBAL INV. MGMT Service code 28 · EIN 52-1200960 | Investment Management | $645,885 |
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.
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 | $0 | $334,005-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.7%-43.7pp | 0.0%0pp |
| Annual return | 9.00% | 8.85%+0.2pp | 9.83%-0.8pp | 8.85%+0.2pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $30,326-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |