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 |
|---|---|---|
SELECT EQUITY GROUP, L.P.4 years Filed as: SELECT EQUITY GROUP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $525,471 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $365,390 |
HARRIS5 years Filed as: HARRIS ASSOCIATES LP Service code 27 · EIN 36-3484078 | Advisory (Plan) | $362,885 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $345,013 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $217,680 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $99,087 |
PRICEWATERHOUSECOOPERS LLP5 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4800832 | Accounting | $40,589 |
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 14.79% | 24.77%-10.0pp | -2.84%+17.6pp | 12.86%+1.9pp |
| Employer contribution / active EE | $1,855 | $13,270-86.0% | $33,329-94.4% | $13,687-86.4% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |