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 |
|---|---|---|
HARRIS5+ years Filed as: HARRIS ASSOCIATES Service code 27 · EIN 36-3484078 | Advisory (Plan) | $467,302 |
SELECT EQUITY GROUP, L.P.4 years Service code 27 · EIN 46-3465710 | Advisory (Plan) | $248,232 |
NEUBERGER BERMAN5+ years Filed as: NEUBERGER & BERMAN Service code 27 · EIN 13-5521910 | Advisory (Plan) | $106,906 |
LYRICAL ASSET MANAGEMENT4 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $69,552 |
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 | $519,231 | $88,122+489.2% | $141,162+267.8% | $67,579+668.3% |
| Participation rate | 92.8% | 76.5%+16.4pp | 82.5%+10.4pp | 71.3%+21.6pp |
| Annual return | 23.52% | 75.40%-51.9pp | 71.39%-47.9pp | 378.56%-355.0pp |
| Employer contribution / active EE | $12,657 | $3,224+292.5% | $4,735+167.3% | $2,148+489.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $2,859 | $131+2084.2% | $10,261-72.1% | $142+1909.3% |