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.5 years Filed as: SELECT EQUITY GROUP LP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $234,902 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $225,169 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $202,076 |
HARRIS6+ years Filed as: HARRIS ASSOCIATES L.P. Service code 27 · EIN 36-3484078 | Advisory (Plan) | $179,499 |
NEUBERGER BERMAN6+ years Filed as: NEUBERGER BERMAN, LLC Service code 27 · EIN 13-5521910 | Advisory (Plan) | $101,085 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $99,905 |
LYRICAL ASSET MANAGEMENT5 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $42,807 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 · EIN 13-4008324 | Accounting | $38,088 |
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 | $409,661-100.0% | $1,964,387-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 14.3%-14.3pp | 1.7%-1.7pp |
| Annual return | 11.97% | 627.08%-615.1pp | 21681.50%-21669.5pp | 627.08%-615.1pp |
| Employer contribution / active EE | $0 | $18,824-100.0% | $87,430-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $70-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,693-100.0% | $1,923-100.0% |