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.6 years Filed as: SELECT EQUITY GROUP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $620,163 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $542,725 |
HARRIS7 years Filed as: HARRIS ASSOCIATES LP Service code 27 · EIN 36-3484078 | Advisory (Plan) | $492,944 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $390,832 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $281,687 |
NEUBERGER BERMAN3 years Filed as: NEUBERGER BERMAN LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $280,168 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $29,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 1.5%-1.5pp |
| Annual return | -14.49% | 87.23%-101.7pp | -5.16%-9.3pp | 23.41%-37.9pp |
| Employer contribution / active EE | $2,041 | $12,989-84.3% | $31,020-93.4% | $12,650-83.9% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |