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 year Filed as: NUEBERGER BERMAN LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $715,440 |
HARRIS1 year Filed as: HARRIS ASSOCIATES LP Service code 27 · EIN 36-3484078 | Advisory (Plan) | $402,610 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $371,981 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $262,423 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $129,961 |
Filed as: SELECT EQUITY GROUP LP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $52,295 |
Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $39,200 |
LYRICAL ASSET MANAGEMENT1 year Service code 27 · EIN 37-1572793 | Advisory (Plan) | $17,425 |
CITIGROUP GLOBAL MARKETS INC2+ years Filed as: CITIGROUP GLOBAL/SMITH BARNEY Service code 68 · EIN 11-2418067 | Soft dollars commissions; Securities ... | $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.
Employer contribution per participant 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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 12.98% | 6.04%+6.9pp | 5.44%+7.5pp | 9.19%+3.8pp |
| Employer contribution / active EE | $1,999 | $12,925-84.5% | $25,481-92.2% | $12,608-84.1% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |