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 |
|---|---|---|
HARRIS3+ years Filed as: HARRIS ASSOCIATES L.P. Service code 27 · EIN 36-3484078 | Advisory (Plan) | $304,657 |
Filed as: SILCHESTER INTERNATIONAL INVEST Service code 27 · EIN 36-7045783 | Advisory (Plan) | $236,606 |
SELECT EQUITY GROUP, L.P.2 years Filed as: SELECT EQUITY GROUP LP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $208,151 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $171,290 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $155,596 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $93,193 |
LYRICAL ASSET MANAGEMENT2 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $74,574 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $36,800 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $44,091-100.0% | $1,637,423-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 5.3%-5.3pp | 4.5%-4.5pp |
| Annual return | 21.34% | 13.95%+7.4pp | 15.63%+5.7pp | 13.95%+7.4pp |
| Employer contribution / active EE | $47 | $16,598-99.7% | $56,677-99.9% | $16,598-99.7% |
| Participant deferral / active EE | $0 | $511-100.0% | $93-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $0 | $612-100.0% |