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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $991,869 |
HARRIS4 years Filed as: HARRIS ASSOCIATES LP Service code 27 · EIN 36-3484078 | Advisory (Plan) | $555,696 |
SELECT EQUITY GROUP, L.P.3 years Filed as: SELECT EQUITY GROUP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $530,639 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $362,739 |
NEUBERGER BERMAN4 years Filed as: NUEBERGER BERMAN LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $195,096 |
LYRICAL ASSET MANAGEMENT4 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $127,845 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPMAY Service code 21 · EIN 36-1561860 | Bank Trustee | $115,206 |
PRICEWATERHOUSECOOPERS LLP4 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.
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 20.93% | 22.40%-1.5pp | 29.77%-8.8pp | 21.83%-0.9pp |
| Employer contribution / active EE | $1,758 | $13,519-87.0% | $33,607-94.8% | $12,237-85.6% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |