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 |
|---|---|---|
HARRIS2+ years Filed as: HARRIS ASSOCIATES L.P. Service code 27 · EIN 36-3484078 | Advisory (Plan) | $467,284 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $180,490 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN, LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $135,230 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $101,720 |
Filed as: SILCHESTER INTERNATIONAL INVEST Service code 27 · EIN 36-7045783 | Advisory (Plan) | $99,484 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $36,800 |
Filed as: SELECT EQUITY GROUP LP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $30,253 |
LYRICAL ASSET MANAGEMENT1 year Service code 27 · EIN 37-1572793 | Advisory (Plan) | $10,088 |
CITIGROUP GLOBAL MARKETS INC2+ years Filed as: CITIGROUP GLOBAL SMITH BARNEY Service code 71 · EIN 11-2418067 | Brokerage Fees | $0 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $0 | $49,677-100.0% | $500,101-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 21.3%-21.3pp | 3.6%-3.6pp |
| Annual return | 13.71% | 11.88%+1.8pp | 2.08%+11.6pp | 11.88%+1.8pp |
| Employer contribution / active EE | $0 | $14,612-100.0% | $47,324-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $1,916-100.0% | $637-100.0% |