Filed January 21, 2016
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 11 · EIN 06-1271230 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Actuarial | $329,166 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 16.40% | 79.68%-63.3pp | 16.78%-0.4pp | 23.90%-7.5pp |
| Employer contribution / active EE | $19,486 | $21,735-10.3% | $26,328-26.0% | $16,539+17.8% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |