Filed January 28, 2013 (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 8-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: JOHN W. BRISTOL & CO., INC. Service code 28 48 WALL STREET · NEW YORK, NY 10005 | Investment Management | $24,448 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 28 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $9,849 |
SEG PARTNERS II, L.P.1+ years Service code 28 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Investment Management | $9,117 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 11 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Actuarial | $5,570 |
COHO PARTNERS, LTD.1+ years Service code 28 300 BERWYN PARK · BERWYN, PA 19312 | Investment Management | $5,188 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,993-100.0% | $110,523-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 47.6%-47.6pp | 12.6%-12.6pp |
| Annual return | 0.10% | 2.73%-2.6pp | 1.69%-1.6pp | 4.56%-4.5pp |
| Employer contribution / active EE | $0 | $13,500-100.0% | $24,295-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $559-100.0% | $1,031-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $1,392-100.0% | $1,711-100.0% |