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 INVESTMENTS2+ years Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 48 WALL STREET · NEW YORK, NY 10005 | Investment Management | $25,213 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Service code 28 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $10,727 |
SEG PARTNERS II, L.P.2+ years Service code 28 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Investment Management | $9,164 |
NEUBERGER BERMAN1 year Service code 28 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $7,097 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 11 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Actuarial | $5,821 |
COHO PARTNERS, LTD.2+ years Service code 28 300 BERWYN PARK · BERWYN, PA 19312 | Investment Management | $5,728 |
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.
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 | $33,040-100.0% | $127,144-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 62.9%-62.9pp | 11.3%-11.3pp |
| Annual return | 10.04% | 10.61%-0.6pp | 9.35%+0.7pp | 10.41%-0.4pp |
| Employer contribution / active EE | $0 | $8,724-100.0% | $25,504-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $552-100.0% | $1,066-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,133-100.0% | $2,049-100.0% | $2,646-100.0% |