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.6 years Filed as: SELECT EQUITY GROUP LP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $324,535 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $271,940 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $266,916 |
HARRIS7+ years Filed as: HARRIS ASSOCIATES L.P. Service code 27 · EIN 36-3484078 | Advisory (Plan) | $265,537 |
NEUBERGER BERMAN7+ years Filed as: NEUBERGER BERMAN, LLC Service code 27 · EIN 13-5521910 | Advisory (Plan) | $125,705 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $114,831 |
LYRICAL ASSET MANAGEMENT6 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $75,173 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 · EIN 13-4008324 | Accounting | $39,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $2,286,405-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 10.5%-10.5pp | 3.6%-3.6pp |
| Annual return | 20.71% | 11.84%+8.9pp | 4.92%+15.8pp | 11.84%+8.9pp |
| Employer contribution / active EE | $0 | $17,339-100.0% | $39,114-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $79-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $0 | $409-100.0% |