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 |
|---|---|---|
HARRIS3+ years Filed as: HARRIS ASSOCIATES Service code 27 · EIN 36-3484078 | Advisory (Plan) | $441,651 |
SELECT EQUITY GROUP, L.P.2 years Service code 27 · EIN 46-3465710 | Advisory (Plan) | $197,176 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER & BERMAN Service code 27 · EIN 02-0654486 | Advisory (Plan) | $97,949 |
LYRICAL ASSET MANAGEMENT2 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $70,288 |
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.)
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 | $505,650 | $80,753+526.2% | $136,294+271.0% | $62,292+711.7% |
| Participation rate | 95.3% | 73.5%+21.7pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 22.31% | 35.83%-13.5pp | 5155.94%-5133.6pp | 28.90%-6.6pp |
| Employer contribution / active EE | $9,043 | $2,884+213.6% | $4,695+92.6% | $2,042+342.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2,745 | $525+422.5% | $9,243-70.3% | $479+472.7% |