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 |
|---|---|---|
HARRIS3 years Filed as: HARRIS ASSOCIATES LP Service code 27 · EIN 36-3484078 | Advisory (Plan) | $638,243 |
SELECT EQUITY GROUP, L.P.2 years Filed as: SELECT EQUITY GROUP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $483,689 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $412,312 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $372,344 |
NEUBERGER BERMAN3 years Filed as: NUEBERGER BERMAN LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $197,146 |
LYRICAL ASSET MANAGEMENT3 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $154,157 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $120,928 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $39,200 |
Filed as: DEUTSCHE BANK SECURITIES, INC. Service code 68 · EIN 13-2730828 | Securities brokerage commissions and ... | $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.
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -10.98% | 201.32%-212.3pp | 12.68%-23.7pp | 33.37%-44.3pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |