Filed March 20, 2011 (most recent of 2 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 |
|---|---|---|
NEUBERGER BERMAN2+ years Filed as: NEUBERGER & BERMAN Service code 27 · EIN 02-0654486 | Advisory (Plan) | $362,853 |
HARRIS2+ years Filed as: HARRIS ASSOCIATES Service code 27 · EIN 36-3484078 | Advisory (Plan) | $361,027 |
Service code 27 · EIN 46-3465710 | Advisory (Plan) | $28,536 |
LYRICAL ASSET MANAGEMENT1 year Service code 27 · EIN 37-1572793 | Advisory (Plan) | $9,477 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $428,376 | $75,183+469.8% | $123,892+245.8% | $55,167+676.5% |
| Participation rate | 90.1% | 72.8%+17.3pp | 81.4%+8.7pp | 69.0%+21.1pp |
| Annual return | 14.40% | 19.01%-4.6pp | 47.52%-33.1pp | 169.23%-154.8pp |
| Employer contribution / active EE | $10,924 | $2,823+286.9% | $4,617+136.6% | $1,963+456.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2,683 | $663+304.9% | $8,357-67.9% | $504+432.4% |