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 |
|---|---|---|
HARRIS4+ years Filed as: HARRIS ASSOCIATES Service code 27 · EIN 36-3484078 | Advisory (Plan) | $502,717 |
SELECT EQUITY GROUP, L.P.3 years Service code 27 · EIN 46-3465710 | Advisory (Plan) | $222,124 |
NEUBERGER BERMAN4+ years Filed as: NEUBERGER & BERMAN Service code 27 · EIN 13-5521910 | Advisory (Plan) | $107,655 |
LYRICAL ASSET MANAGEMENT3 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $76,852 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $424,536 | $73,102+480.7% | $123,544+243.6% | $56,287+654.2% |
| Participation rate | 93.8% | 74.3%+19.5pp | 82.3%+11.5pp | 69.9%+23.9pp |
| Annual return | -11.10% | 3.01%-14.1pp | 119.20%-130.3pp | -9.96%-1.1pp |
| Employer contribution / active EE | $6,807 | $2,977+128.6% | $4,628+47.1% | $2,111+222.4% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2,962 | $554+434.9% | $9,284-68.1% | $521+468.6% |