Filed September 21, 2012
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 COMPANY2 years Service code 51 · EIN 90-0824693 | Investment Mgmt Fees | $192,784 |
ANCHOR CAPITAL ADVISORS LLC2 years Filed as: ANCHOR CAPITAL Service code 51 · EIN 20-4669888 | Investment Mgmt Fees | $172,155 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $161,207 |
CAMBRIA INVESTORS, LLC2 years Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $118,844 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENT, LLC Service code 51 · EIN 45-2081287 | Investment Mgmt Fees | $113,561 |
Filed as: OAKHURST CAPITAL MANAGEMENT, LLC Service code 28 · EIN 85-3620002 | Investment Management | $84,733 |
Service code 28 · EIN 34-1922005 | Investment Management | $48,977 |
SCHARF INVESTMENTS LLC2 years Filed as: SCHARF INVESTMENTS, LLC Service code 28 · EIN 26-3775085 | Investment Management | $43,938 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT MANAGER Service code 27 · EIN 13-3200244 | Advisory (Plan) | $25,902 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.47% | 8.51%+1.0pp | 10.54%-1.1pp | 8.76%+0.7pp |
| Employer contribution / active EE | $2,988 | $16,216-81.6% | $26,782-88.8% | $16,627-82.0% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |