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 INVESTMENTS1+ years Filed as: SEI Service code 19 · EIN 23-1707341 | Securities Custodian | $356,136 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB Service code 28 · EIN 52-1294584 | Investment Management | $146,755 |
ROGER E MAHER1+ years Filed as: ROGER GILL Service code 30 · EIN 04-1149051 | Employee (plan) | $74,306 |
Filed as: MESIROW INST. MULTI-STRATEGY FUND Service code 28 · EIN 36-3741067 | Investment Management | $67,911 |
ROBERT CHEVERIE1+ years Service code 29 · EIN 06-1335139 | Legal | $59,944 |
MANZI & ASSOCIATES, LLC1+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $38,482 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ SAVITZ Service code 11 · EIN 26-1371674 | Actuarial | $38,000 |
THE BOGDAHN GROUP1+ years Service code 16 · EIN 59-3676225 | Consulting | $28,000 |
DOREEN DOUGLAS1+ years Filed as: DOREEN MOUNT Service code 30 · EIN 04-1149051 | Employee (plan) | $24,014 |
HEATHER ROMERI1+ years Filed as: HEATHER FERULLO Service code 30 · EIN 04-1149051 | Employee (plan) | $21,655 |
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 | $54,392-100.0% | $84,750-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 5.71% | 611.38%-605.7pp | 22.78%-17.1pp | 48.65%-42.9pp |
| Employer contribution / active EE | $15,045 | $2,943+411.2% | $3,574+320.9% | $2,182+589.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,332-100.0% | $70-100.0% |