Filed October 1, 1992
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 INVESTMENTS3+ years Filed as: SEI INVESTMENTS COMPANY Service code 11 · EIN 23-1707341 | Actuarial | $493,403 |
Filed as: CBIZ SAVITZ Service code 17 · EIN 31-1582098 | Pension Consulting | $254,000 |
Service code 11 · EIN 13-3954297 | Actuarial | $58,650 |
DRINKER BIDDLE & REATH LLP3+ years Filed as: DRINKER BIDDLE Service code 29 · EIN 23-1423089 | Legal | $13,649 |
Filed as: SCHNEIDER DOWNS & CO. INC. Service code 10 · EIN 25-1408703 | Accounting | $8,186 |
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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 10.25% | 10.98%-0.7pp | 10.53%-0.3pp | 10.41%-0.2pp |
| Employer contribution / active EE | $118,840 | $15,231+680.3% | $29,360+304.8% | $14,691+708.9% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |