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 |
|---|---|---|
HARRIS4+ years Filed as: HARRIS ASSOCIATES L.P. Service code 27 · EIN 36-3484078 | Advisory (Plan) | $317,311 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $258,020 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $248,119 |
SELECT EQUITY GROUP, L.P.3 years Filed as: SELECT EQUITY GROUP LP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $232,788 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $145,464 |
NEUBERGER BERMAN4+ years Filed as: NEUBERGER BERMAN, LLC Service code 27 · EIN 13-5521910 | Advisory (Plan) | $103,344 |
LYRICAL ASSET MANAGEMENT3 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $81,770 |
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.
Annual investment return 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.
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 | $37,197-100.0% | $311,837-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -12.91% | -0.69%-12.2pp | 4677.09%-4690.0pp | -0.69%-12.2pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $49,501-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $312-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | - | $124-100.0% |