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 |
|---|---|---|
HARRIS6+ years Filed as: HARRIS ASSOCIATES Service code 27 · EIN 36-3484078 | Advisory (Plan) | $473,744 |
SELECT EQUITY GROUP, L.P.5 years Service code 27 · EIN 46-3465710 | Advisory (Plan) | $260,063 |
NEUBERGER BERMAN6+ years Filed as: NEUBERGER & BERMAN Service code 27 · EIN 13-5521910 | Advisory (Plan) | $119,626 |
LYRICAL ASSET MANAGEMENT5 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $65,999 |
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 | $564,509 | $100,801+460.0% | $149,696+277.1% | $73,409+669.0% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.5%+16.0pp | 72.2%+26.3pp |
| Annual return | 18.25% | 265.34%-247.1pp | 276.60%-258.4pp | 59.29%-41.0pp |
| Employer contribution / active EE | $10,461 | $3,312+215.9% | $4,644+125.2% | $2,234+368.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $2,681 | $181+1382.6% | $9,309-71.2% | $158+1597.8% |