Filed October 18, 2004
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 INVESTMENTS4+ years Filed as: SEI PRIVATE TRUST CO Service code 15 · EIN 06-1271230 | Recordkeeping | $444,862 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $59,745 |
CONRAD SIEGEL4+ years Filed as: CONRAND SIEGEL ACTUARIES Service code 49 · EIN 23-1669823 | Other Services | $28,450 |
STEVENS & LEE1 year Filed as: STEVENS & LEE, P.C. Service code 29 · EIN 23-1886296 | Legal | $5,281 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -6.69% | -1.56%-5.1pp | -2.18%-4.5pp | 10.56%-17.3pp |
| Employer contribution / active EE | $300,868 | $15,244+1873.7% | $38,751+676.4% | $13,643+2105.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |