Filed March 14, 2018
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 INVESTMENTS10+ years Filed as: SEI Service code 19 · EIN 23-1707341 | Securities Custodian | $1,119,698 |
SEI INVESTMENTS4 years Filed as: SEI STRUCTRUED CREDIT COLLECTIVE FD Service code 28 · EIN 75-3251893 | Investment Management | $438,210 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $145,367 |
SEI INVESTMENTS4 years Filed as: SEI GLOBAL PRIVATE ASSETS V FUND Service code 28 · EIN 84-3069065 | Investment Management | $110,763 |
SEI INVESTMENTS3 years Filed as: SEI GLOBAL PRIVATE ASSETS VI FUND Service code 28 · EIN 92-0237855 | Investment Management | $91,808 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE D Service code 30 · EIN 04-1149051 | Employee (plan) | $81,385 |
Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $77,534 |
MANZI & ASSOCIATES, LLC10+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $65,986 |
ROBERT CHEVERIE10+ years Service code 29 · EIN 06-1335139 | Legal | $53,259 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $47,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.50% | 10.50%0pp | 9.65%+0.8pp | 9.22%+1.3pp |
| Employer contribution / active EE | $15,949 | $14,720+8.4% | $26,259-39.3% | $13,567+17.6% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |