Filed December 2, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $84,977 |
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 | $206,458-100.0% | $10,105-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | - |
| Annual return | -3.01% | 4.11%-7.1pp | 16.23%-19.2pp | - |
| Employer contribution / active EE | $19,545 | $17,961+8.8% | $17,605+11.0% | - |
| Participant deferral / active EE | $0 | $0 | $237-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $11-100.0% | - |