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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI Service code 19 · EIN 23-1707341 | Securities Custodian | $519,178 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB Service code 28 · EIN 52-1294584 | Investment Management | $162,102 |
ROGER E MAHER3+ years Filed as: ROGER GILL Service code 30 · EIN 04-1149051 | Employee (plan) | $69,470 |
ROBERT CHEVERIE3+ years Service code 29 · EIN 06-1335139 | Legal | $54,170 |
MANZI & ASSOCIATES, LLC3+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $38,853 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 | Actuarial | $38,000 |
ANDCO CONSULTING2 years Service code 16 · EIN 59-3676225 | Consulting | $28,000 |
DOREEN DOUGLAS3+ years Filed as: DOREEN MOUNT Service code 30 · EIN 04-1149051 | Employee (plan) | $25,238 |
HEATHER ROMERI3+ years Filed as: HEATHER FERULLO Service code 30 · EIN 04-1149051 | Employee (plan) | $25,202 |
LYNN CERINO3+ years Filed as: LYNN CURTIN Service code 30 · EIN 04-1149051 | Employee (plan) | $17,268 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $60,396-100.0% | $83,848-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | 7.92% | 3.84%+4.1pp | 850.88%-843.0pp | -0.04%+8.0pp |
| Employer contribution / active EE | $14,833 | $3,343+343.7% | $3,631+308.5% | $2,405+516.7% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $5,478-100.0% | $102-100.0% |