Filed June 8, 2009 (most recent of 4 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 year Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $919,045 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 14 · EIN 91-0675641 | Plan Administrator | $347,533 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $258,504 |
MERCER4+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 13-2834414 | Recordkeeping | $117,664 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $57,904 |
CROWE LLP4+ years Service code 10 · EIN 35-0921680 | Accounting | $52,239 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $23,346 |
POYNER & SPRUILL LLP4+ years Service code 29 · EIN 56-1493995 | Legal | $10,996 |
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.
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 | $2,822,362-100.0% | $1,964,387-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.6%-0.6pp |
| Annual return | 6.39% | 7.54%-1.2pp | 21681.50%-21675.1pp | 11.45%-5.1pp |
| Employer contribution / active EE | $24,242 | $16,158+50.0% | $87,430-72.3% | $17,219+40.8% |
| Participant deferral / active EE | $0 | $79-100.0% | $70-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,693-100.0% | $15,480-100.0% |