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 with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $174,594 |
THE LONDON COMPANY1 year Service code 51 · EIN 90-0824693 | Investment Mgmt Fees | $169,567 |
Filed as: ANCHOR CAPITAL Service code 51 · EIN 20-4669888 | Investment Mgmt Fees | $135,894 |
CAMBRIA INVESTORS, LLC1 year Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $99,434 |
Filed as: OAKHURST CAPITAL MANAGEMENT, LLC Service code 28 · EIN 85-3620002 | Investment Management | $76,816 |
SCHARF INVESTMENTS LLC1 year Filed as: SCHARF INVESTMENTS, LLC Service code 28 · EIN 26-3775085 | Investment Management | $75,304 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $69,280 |
Service code 28 · EIN 34-1922005 | Investment Management | $46,550 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENT, LLC Service code 51 · EIN 45-2081287 | Investment Mgmt Fees | $43,759 |
Filed as: J.P. MORGAN INVESTMENT MANAGER Service code 27 · EIN 13-3200244 | Advisory (Plan) | $31,535 |
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.
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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 11.81% | 724.96%-713.1pp | 78.53%-66.7pp | 37.74%-25.9pp |
| Employer contribution / active EE | $4,630 | $14,638-68.4% | $31,628-85.4% | $15,781-70.7% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |