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 |
|---|---|---|
HARRIS2 years Filed as: HARRIS ASSOCIATES LP Service code 27 · EIN 36-3484078 | Advisory (Plan) | $603,441 |
Filed as: SELECT EQUITY GROUP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $387,344 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $357,336 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $323,588 |
NEUBERGER BERMAN2 years Filed as: NUEBERGER BERMAN LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $161,678 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $128,702 |
LYRICAL ASSET MANAGEMENT2 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $128,149 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $39,200 |
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 21.29% | 15.82%+5.5pp | 16.78%+4.5pp | 17.84%+3.4pp |
| Employer contribution / active EE | $3,664 | $19,885-81.6% | $26,328-86.1% | $14,688-75.1% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |