Filed July 10, 2012
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 INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 11 · EIN 23-1707341 | Actuarial | $931,345 |
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $107,188 |
KELLEY DRYE & WARREN LLP1+ years Service code 29 · EIN 13-5335107 | Legal | $27,671 |
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.
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 | $82,591-100.0% | $226,711-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.8%-0.8pp |
| Annual return | -2.48% | -1.73%-0.8pp | -1.71%-0.8pp | -0.60%-1.9pp |
| Employer contribution / active EE | $6,061 | $10,238-40.8% | $45,357-86.6% | $12,272-50.6% |
| Participant deferral / active EE | $0 | $0 | $175-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $7,161-100.0% | $717-100.0% |