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 |
|---|---|---|
SELECT EQUITY GROUP, L.P.9 years Filed as: SELECT EQUITY GROUP LP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $313,666 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $284,291 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $279,759 |
HARRIS10+ years Filed as: HARRIS ASSOCIATES L.P. Service code 27 · EIN 36-3484078 | Advisory (Plan) | $222,504 |
NEUBERGER BERMAN10+ years Filed as: NEUBERGER BERMAN, LLC Service code 27 · EIN 13-5521910 | Advisory (Plan) | $150,199 |
LYRICAL ASSET MANAGEMENT9 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $97,637 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $88,554 |
PRICEWATERHOUSECOOPERS LLP7 years Service code 10 · EIN 13-4008324 | Accounting | $40,500 |
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 12.32% | 8.76%+3.6pp | 3.48%+8.8pp | 8.76%+3.6pp |
| Employer contribution / active EE | $0 | $16,627-100.0% | $31,972-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $83-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |