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.
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| Provider | Service type | Compensation |
|---|---|---|
MARATHON ASSET MANAGEMENT4 years Filed as: MARATHON-LONDON Service code 28 · EIN 61-6506892 | Investment Management | $2,564,705 |
Service code 28 · EIN 41-1923871 | Investment Management | $1,471,480 |
SANDS CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,403,044 |
DEPRINCE, RACE & ZOLLO6+ years Filed as: DEPRINCE RACE & ZOLLO INC. Service code 28 · EIN 59-3299598 | Investment Management | $1,201,260 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $1,054,245 |
HUBER CAPITAL MANAGEMENT2 years Filed as: HUBER CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-8441410 | Investment Management | $1,014,186 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP Service code 28 · EIN 95-2553868 | Investment Management | $981,651 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $974,155 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 · EIN 52-1200960 | Investment Management | $840,857 |
Service code 28 · EIN 13-4062153 | Investment Management | $705,329 |
See 1 actuary disclosure with Solo.
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The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 20.03% | 13.80%+6.2pp | 90.60%-70.6pp | 13.80%+6.2pp |
| Employer contribution / active EE | $5,975 | $10,386-42.5% | $32,727-81.7% | $10,386-42.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |