Filed July 23, 2014
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 |
|---|---|---|
NEUBERGER BERMAN1+ years Filed as: NUEBERGER BERMAN, LLC Service code 27 · EIN 13-5521910 | Advisory (Plan) | $903,791 |
HARRIS1+ years Filed as: HARRIS ASSOCIATES, LP Service code 27 · EIN 36-3484078 | Advisory (Plan) | $409,062 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $391,173 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $239,540 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $122,808 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICE WATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $38,100 |
CITIGROUP GLOBAL MARKETS INC1+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -7.54% | -1.23%-6.3pp | -3.43%-4.1pp | 1.67%-9.2pp |
| Employer contribution / active EE | $3,987 | $11,541-65.5% | $25,607-84.4% | $10,506-62.1% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |