Filed May 10, 2006 (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 INVESTMENTS7+ years Service code 28 · EIN 04-2452803 | Investment Management | $120,168 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $28,413 |
MITCHELL & TITUS, LLP7+ years Service code 10 · EIN 13-2781641 | Accounting | $26,310 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $5,746 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $439,512-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.8%-26.8pp | 3.6%-3.6pp |
| Annual return | 6.87% | 11.44%-4.6pp | 9.07%-2.2pp | 11.84%-5.0pp |
| Employer contribution / active EE | $9,278 | $10,841-14.4% | $46,116-79.9% | $17,339-46.5% |
| Participant deferral / active EE | $0 | $0 | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $147,323-100.0% | $409-100.0% |